Beat the CalSavers Deadline Fine: Practical Next Steps. If you are a small business owner with 5-49 employees and don't have a company retirement plan, you are now competing with hundreds of thousands of CA small businesses who also waited until the last minute! In the workshop get to the bottom line: Which option, why? Next steps. What to expect.
Join Chamber CEO Bret Schanzenbach and industry expert John O'Reilly (O'Reilly Wealth Advisors) and receive quick easy to implement action to cope with the deadline.
~ What plan options are least costly?
~ Which plans allow for “Roth” contributions?
~ What are the costs of “matching” to employers?
~ Why would you use the state-provided CalSavers option?
