Live CA Webinar:
CA Retirement Deadline: A 5 Step Plan for Small Business
Wed., Sept. 10, 202511AM PT/2 PM ET
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About the Event
The clock is ticking on the California state retirement deadline! If you have a non-exempt business with 1 to 4 employees, you must have a retirement savings option in place by December 31, 2025.
If you’re not sure what to do, start with this presentation. We’ll 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 auto-IRA vs. 401(k) plan: find the best fit for your business
About the Speakers
Alex Valdez
Director of Retirement Sales, Western U.S., Paychex
Alex has 19 years of experience in defined contribution plan sales and is an accredited retirement plan consultant.
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.
