Navigating California’s Retirement Mandate

Navigating California’s Retirement Mandate

California law now requires all businesses with at least one employee to offer a retirement savings plan by December 31, 2025.

If you’re a business owner, you may be asking:

• What exactly does this mandate mean for my company?
• What are the potential penalties if I don’t comply?
• Are there better options than CalSavers for me and my employees?
• How can I take advantage of new SECURE 2.0 Act tax credits to lower my costs?

Join Madeline Hofferber, CPA and Linda Santiago, Financial Advisor, for a clear, straightforward discussion designed to help you cut through the noise. Together, we’ll cover:

• The requirements and deadlines every California employer needs to know
• The pros and cons of CalSavers vs. other retirement plan options
• How SECURE 2.0 tax credits can offset startup and contribution costs
• Practical steps to turn a state mandate into a business advantage
  

This event is free, and you’ll walk away with the knowledge to make confident, informed decisions about your retirement plan options.

Host or Publisher Linda Santiago