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State Mandated Retirement Plans - What You Need to Know
Learn about the ramifications of California SB1234 which has become the law of the land.

SB1234 is better known as CalSavers, a mandatory state sponsored Roth IRA program.  It is being phased in over two years and requires all companies with five or more W2s to enroll all employees at 5% of after-tax pay into the state program.  Failure to do so results in a fine of $250 per employee after 90 days, then $500 after 180 days.  This law affects the 285,000 business in California without a retirement plan.

Learn how to free your clients from the state requirement and chart their own futures, while getting paid in the process. Register now!

Questions?  Contact our presenters at (949) 863-0700: Jim Moore Ext. 145 & Raymond McMannis Ext. 101

Oct 6, 2021 01:30 PM in Pacific Time (US and Canada)

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