Issues & Insight | State & Federal Retirement Requirements Workshop

Bring your lunch and your questions to our virtual forum on Wednesday, May 5th, 12:00-1:00 PM

Whether you currently offer a retirement plan to your employees or if you have not done it yet, you need to know about these important deadlines. We are pleased to present a panel of industry experts who will give you the facts on the new CalSavers retirement plan and the current Restatement Mandate requirement that is currently in effect. 

Representatives from New York Life, John Hancock, and FuturePlan will share critical information and address important questions about relevant deadlines for the majority of business owners operating in California.  

Hosted by the Culver City Chamber of Commerce.
 

"Two Important Deadlines Business Owners Need to Know About Now"

• Required Retirement Plan Mandates for Small Businesses in California. What?s in place now, and what?s coming soon?
• State and Federal Restatement Requirements for Existing Retirement Plans 

Presenters:

• Cedric Joins with New York Life Insurance Company | The role of the financial advisor
• Matt Furniss  with FuturePlan | The role of the TPA and Mandatory Restatement
• Gary DiLoreto with John Hancock Retirement Plan Services | The role of the plan recordkeeper

There will be 10-15 minutes at the end for the panel to respond to questions.