Legal Changes to 401(k)s and Carlsbad Chamber's Aggregate Plan

Join Chamber CEO Bret Schanzenbach and industry experts Greg Merriman (TAG Resources), Brett Gallinger (Transamerica) and Chamber Member John O'Reilly (O'Reilly Wealth Advisors) and receive an information-rich update on the rapidly evolving 401(k) landscape.

~ CARES Act enacted early in Pandemic. Now what?
~ SECURE Act enacted right before Pandemic - What are 2021 to do's?

~ CalSavers Next Deadline 6/30/2021 and Avoiding Penalties!

~ The Power of Plan Aggregation - Chamber a Leader in the USA!