ForRecently we hosted a webinar to help employers evaluate if CalSavers or a 401(k) plan is the best option for their business.  If you are interested in viewing the webinar, follow the link here: CalSavers Suitability Webinar

Read More

Did you know that California has adopted a state mandate that requires all businesses with over 5 employees to comply by opting into the CalSavers Retirement Savings program if an Employer-Sponsored retirement plan (401k, 403(b) or SIMPLE) is not offered to its employees?  We have all read the headlines and heard the news (as in…

Read More

This is the time of year when resolutions for the cessation of bad behaviors and the beginning of better ones are in vogue. Here are four for plan fiduciaries to keep in mind all year long. If you only have time for two resolutions this year, we recommend making them the middle two resolutions: Make…

Read More