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Showing Results for "Tax Shelter"

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Upcoming Events

May 13, 2021

Calsavers: California Mandated Company-Sponsored Retirement Plan

A complete overview of Calsavers requirement and 401k Comparison

Free
Daniel Enriquez
Daniel Enriquez
 

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

Register for FREE!

Event Host


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.



Outline

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

Your Teacher

Daniel Enriquez

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.


Category

Theory



Tags

Tax Shelter
Administration
Calsavers


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