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The Net of Knowledge Team

Calsavers: California Mandated Company-Sponsored Retirement Plan

A complete overview of Calsavers requirement and 401k Comparison

with Daniel Enriquez

May 13, 2021 - 5pm PDT, 8pm EDT

FREE to attend!

Overview

In California, legislation was passed in 2016 to require all small businesses with 5 or more employees to offer a retirement plan by June 30th 2022. The mandate is rolled out over a 3 year period starting with employers of 100+ employees to offer a plan as of September 30th, 2020. The state provided plan is called "Calsavers". While this state plan costs the employer nothing, the funds within the plan bear a cost and the administration of the state plan comes with significant administrative effort. This seminar will review the Calsavers deadlines and how employee count is calculated, a description of the plan, pro's and con's, then a comparison of the state plan to a traditional 401k plan with associated costs.

Event details

  • Access through the Net of Knowledge platform in your own learning account.
  • Need the CEUs? You will be able to purchase these after the event through CSOMA! (Free for CSOMA Members)
  • Live event with the opportunity to ask the teacher questions.
  • Lifetime access to the recordings where you can take bookmarks and notes and review year after year.
Event hosted by:
  • Free Event
  • Approved by: California (1.5) , Standard Certificate (1.5)

  • Event Type: Live Streaming

  • Event Length: 2 hrs

  • Access Period: Lifetime Access to Recordings

What is Net of Knowledge?

Objectives

Here's what you should expect to come away with from this event.

  • Learn about Calsavers Requirement
  • Understand need for company sponsored retirement plans in USA and pros/cons of California Mandated plan in comparison to a traditional 401k
  • Learn about using a 401k as a tax shelter, even as an officer-only LLC or S-corp

Outline

  • May 13, 2021 - 5pm PDT, 8pm EDT (2 hrs)

    Live Streaming

Secure your spot!

Register now to attend this excellent FREE event!

Meet Your Teacher

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Daniel Enriquez

Dan Enriquez has a Bachelors of Science in Business Administration from Bucknell University. He has 7 Years combined experience in payroll and employer administrative experience. Recent Experience includes 3 years in Company-Sponsored Retirement Benefit Industry, 401(k)’s.


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