Employer Sponsored Retirement Plans

UPDATE: Moved to online only.

FREE FOR MEMBERS ONLY 

Join us for an informative session on qualified plans and their business impact. Learn about the benefits they offer, stay updated on Secure Act 2.0 changes, explore different plan types, and understand Cal Savers’ implications. Special attention will be given to ESOP-owned companies. Don’t miss this chance to make informed decisions and elevate your qualified plan. Join us in person to take your business to the next level!

Register for Online Course

WHAT WE’LL COVER:

• Why have a qualified plan – what it can do for you and your business
• Big changes with Secure Act 2.0 impact qualified plans – Is your plan up to date?
• Different types of qualified plans
• Cal Savers – what is it and what does it means for you & your business
• Special considerations for ESOP owned companies