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Illinois Retirement Mandate:
IL Secure Choice

Illinois Secure Choice requires all employers with 5+ employees who have been in business 2+ years to offer retirement savings. Penalties up to $500/employee are being enforced.

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⚠️ Penalty: $250–$500/employee/year

What is IL Secure Choice?

IL Secure Choice is Illinois's state-mandated retirement savings program. Illinois Secure Choice requires all employers with 5+ employees who have been in business 2+ years to offer retirement savings. Penalties up to $500/employee are being enforced.

Employers who already offer a qualifying private retirement plan — such as a 401(k), SEP IRA, or SIMPLE IRA — are exempt from IL Secure Choice requirements.

Learn more at the official state portal: https://www.ilsecurechoice.com

How to Comply in Illinois

Option 1 — Enroll in IL Secure Choice: Register through the state portal and facilitate payroll deductions. This fulfills the mandate but doesn't maximize tax savings.

Option 2 — Set up a private plan (recommended): A qualifying 401(k), SEP IRA, or SIMPLE IRA exempts you from the mandate AND qualifies you for up to $15,000 in SECURE 2.0 Act tax credits over 3 years.

Key difference: A private plan belongs to your company. CalSavers/state plans do not. Private plans also attract and retain better employees.

SECURE 2.0 Tax Credits for Illinois Employers

The SECURE 2.0 Act (2023) gives small business owners massive tax credits for starting a retirement plan:

Up to $5,000/year for 3 years for plan startup costs

$1,000 per employee/year for employer contributions (up to 50 employees)

For many Illinois small businesses, this makes a private 401(k) free or nearly free — while exempting you from IL Secure Choice requirements entirely.

Serving Illinois Employers in:

ChicagoAuroraNapervilleJolietRockfordSpringfieldElginPeoriaChampaign

Frequently Asked Questions — Illinois Retirement Mandate

Who must enroll in Illinois Secure Choice?

Illinois employers with 5 or more employees who have been in business at least 2 years and don't offer a qualifying retirement plan must register with IL Secure Choice.

What are Illinois Secure Choice penalties?

Non-compliant Illinois employers face fines of $250 per employee in the first year and $500 per employee per year thereafter.

How do Chicago small businesses avoid IL Secure Choice?

By offering a qualifying 401(k), SEP IRA, or SIMPLE IRA plan. Many Chicago small businesses are using SECURE 2.0 tax credits (up to $5,000/yr x 3 years) to fund this at zero net cost.

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