Live Webinar:

CA Retirement Mandate: Action Plan for Advisors

Wed., Sept. 24, 2025, 11AM PT/2 PM ET

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About the Event

The clock is ticking on the California retirement mandate. If you have non-exempt business clients with 1 to 4 employees, they must have a retirement savings option in place by December 31 to avoid penalties.

This 30-minute presentation gives you an action plan to help your clients prepare for the deadline. We’ll also review different savings options so you can recommend the best retirement strategy for their business. You’ll learn:

The CA retirement mandate – what is it?
Which businesses need to comply?
What are the options?
Deadlines and penalties
CalSavers auto-IRA vs. 401(k): find the best fit for your clients

Note: This webinar is not eligible for CPE or IRS CE credit.

About the Speaker

Ellie Pandina

Manager, Regional Retirement Wholesaler, Paychex

Ellie has been in the retirement plan industry for 18 years. In her current role, she manages a team responsible for building relationships with financial advisors and educating them on Paychex retirement services to develop strategies that meet their clients’ needs.