Virtual
California Retirement Savings Mandate: What You and Your Clients Need to Know
Date: June 23, 2025
Time: 12 – 1 p.m. PT
CPE: 1
Overview
Do you or your clients have less than five employees? The state of California now requires non-exempt businesses with 1-4 employees to offer an employee retirement plan. Join this CPE webinar for details on the requirements to avoid state penalties. The information gained will better prepare you to respond to inquiries and proactively engage clients regarding this important mandate.
Product Code
1000004037-133155
Credit Type
CPE: 1CPE-Technical: 1IRS-RT: 1Intended Audience
CPAs and financial planning professionals.
NASBA Field of Study
Specialized Knowledge
Level of Difficulty
Overview
Prerequisites
None
Advance Preparation
None
Learning Objectives
Faculty
Alex Valdez
Alex has 19 years in defined contribution plan sales and is an accredited retirement plan consultant. He currently serves as director of retirement plan sales for the Western U.S. (including California) for Paychex.
More about Alex ValdezSponsors
CalCPA would like to thank our sponsors for their generous support in helping make this event a success. Learn more about them by clicking on their logo below.
Our Gold Partners
