Live Webinar:

Understanding CA Retirement Laws for Your Small Business

webinar-date Wed. Apr 9, 2025, 2 PM EDT

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About the Event

Do you have less than five employees? The state of California now requires non-exempt businesses with 1-4 employees to offer an employee retirement plan. If you’re not sure what you need to do, start with this presentation. In just 30 minutes, our retirement experts will get you up to speed on all you need to know.

We’ll discuss:

  • The CA retirement mandate – what is it?
  • Does your business need to comply?
  • Deadlines and penalties
  • CalSavers IRA vs. 401(k): find the best fit for your business
Note: This webinar is not eligible for CPE or IRS CE credit.

About the Speakers

Speaker

Zachary Keep

Manager, Compliance Risk, Paychex

Zach has more than 15 years of experience in retirement plan compliance and is well-versed in the complexities of ERISA and NON-ERISA 401(k), 403(b), and 457 plans.

Speaker

Alex Valdez

Director of Sales Western US, Paychex Retirement Plan Sales

Alex has 19 years in defined contribution plan sales and is an accredited retirement plan consultant.

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