State law deadline of June 20, 2022 will require all California employers with five or more employees to either maintain an employer-sponsored retirement plan or participate in the CA State CalSavers Program. Exchange Bank’s Trust and Investment Management Group—California’s fifth largest community bank trust department—will walk you through a variety of retirement plan options, including the new State of California CalSavers program.
Exchange Bank will cover:
Overview of the new CalSavers program
CalSavers vs. Employer-Sponsored Retirement Plans
What to look for when selecting a retirement plan and company
This 1-hour workshop is intended for business owners and business finance managers.