Virtual
California Retirement Mandate Explained: Deadlines, Fines, and Your Options 2025
Date: Sept. 17, 2025
Time: 11 a.m. – 12 p.m. PT
CPE: 1
Member
$0.00
Nonmember
$65.00
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Overview
Explore key considerations—critical factors to weigh when deciding between a state-mandated plan and a private solution. Learn about deadlines and penalties for noncompliance, with insights into what happens if you fail to meet state retirement plan requirements, including potential fines. Gain clarity through a CalSavers vs. Human Interest comparison, featuring a side-by-side look at the CalSavers retirement plan and Human Interest's full-service 401(k) solution, including key differences in plan administration.
Product Code
1000004309-134389
Credit Type
CPE: 1CPE-Non-Technical: 1Intended Audience
CPAs and financial planning professionals.
NASBA Field of Study
Specialized Knowledge
Level of Difficulty
Overview
Prerequisites
None
Advance Preparation
None
Learning Objectives
Major Subjects
- Key considerations: Critical factors to weigh when deciding between a state-mandated plan and a private solution
- Deadlines and penalties for noncompliance: Insights into what happens if you fail to meet state retirement plan requirements, including potential fines
- CalSavers vs. Human Interest: A side-by-side comparison of the CalSavers retirement plan and Human Interest's full-service 401(k) solution, including key differences in plan administration.
Faculty
Mark H Fowler
Mark H. Fowler, CPA, is president of Stowe Management Corporation, a boutique business re-engineering & consulting firm, and CEO of Revolutionary Conversations, LLC, a training & development company, both in Santa Monica. He specializes in corporate design and re-engineering for growing and challenged businesses. Working with CPAs and their clients for more than 30 years, he has re-engineered or turned around more than 100 businesses (From 2.0...
More about Mark H Fowler