About Us
Maryland’s Small Business Retirement Savings Program
Our Board
The Board established the Maryland Small Business Retirement Savings Trust and implemented, maintains, and administers the Maryland Small Business Retirement Savings Program.
Hon. Dereck E. Davis,
Board Chair
3 Members
Appointed by the Governor
3 Members
Appointed by the Senate President
3 Members
Appointed by the House Speaker
3 Members
Serve Ex Officio
Board Members
Hon. Phyllis C. Borzi
Terry Cavanagh
Marco Priolo, CPA
Hon. Brooke E. Lierman
Paul A. Green, Esq.
Hon. Joshua Gotbaum
Hon. James C. Rosapepe
Jared S. Solomon
Hon. Benjamin T. Brooks, Sr.
Kathleen Kennedy Townsend
Portia Wu
Our Staff
Upcoming Meetings
Next Meeting
Board Meeting
June 22, 2026
10:00 – 11:30 a.m.
Virtual Meeting
Zoom link: https://us02web.zoom.us/j/7963513003?pwd=dEhFK2VDc3l5NkNaQnFJNHNjNFdjdz09&omn=89124421763
Meeting ID: 796 351 3003
Passcode: 363862
Dial-in number: +1 301 715 8592 US (Washington DC)
SPECIAL NOTICE: Currently, most Board meetings will be held via teleconference or videoconference. Board members, presenters, and staff will participate via teleconference or videoconference. There is one in-person meeting scheduled for 2026, with an option to attend via Zoom.
Members of the public will be able to access the open session of all meetings in real time via a call-in number posted on this page prior to the meeting. Portions of any Board meeting may be held in closed session, at which time the Board members and others invited by the Board will disconnect from the public call-in number and call in/log in to a separate number/video link arranged for that purpose. For logistical reasons, Board meetings that include a closed session will adjourn during the closed session, and the information required to be disclosed under the Open Meetings Act will be disclosed at the next open session of the board.
2026 Board Meetings
This meeting will be held in person at the Treasury Building, located at 80 Calvert St, Annapolis, MD 21401. Lunch will be provided for board members following the meeting. A Zoom link will also be provided for members of the public and board members not able to attend in person.
Monday, December 14, 2026, 10:00 – 11:30 a.m.
- March 23, 2026
Agenda | Minutes | Presentation - December 8, 2025
Agenda | Minutes | Presentation - September 15, 2025
Agenda | Minutes | Presentation - June 23, 2025
Agenda | Minutes | Presentation - Monday, March 24, 2025
Agenda | Minutes | Presentation - Friday, December 13, 2024
Agenda | Minutes | Presentation - Friday, September 13, 2024
Agenda | Minutes | Presentation - Friday, May 10, 2024
Agenda | Minutes | Presentation - Friday, March 8, 2024
Agenda | Minutes | Presentation - Monday, December 4, 2023
Agenda | Minutes | Presentation - Monday, September 11, 2023
Agenda | Minutes | Presentation - Monday, May 1, 2023
Agenda | Minutes | Presentation - Monday, February 6, 2023
Agenda | Minutes | Presentation - Monday, December 12, 2022
Agenda | Minutes | Presentation - Monday, September 12, 2022
Agenda | Minutes | Presentation - Monday, May 9, 2022
Agenda | Minutes | Presentation - Monday, February 7, 2022
Agenda | Minutes | Presentation - Friday, November 12, 2021 – Closed Session
Agenda | Minutes | Presentation - Friday, July 30, 2021
Agenda | Minutes | Presentation - Wednesday, October 28, 2020
Agenda | Minutes | Presentation - Wednesday, December 11, 2019
Agenda | Minutes | Presentation - Monday, September 9, 2019
Agenda | Minutes | Presentation - Wednesday, June 12, 2019
Agenda | Minutes | Presentation - Friday, March 15, 2019
Agenda | Minutes | Presentation - Tuesday, November 20, 2018
Agenda | Minutes | Presentation - Thursday, September 27, 2018
Agenda | Minutes | Presentation - Monday, May 7, 2018
Agenda | Minutes | Presentation