Woodland Hills - CalSavers vs. 401(k): What's the Difference?
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Woodland Hills - CalSavers vs. 401(k): What's the Difference?

8/1/2019
When: Thursday, August 1, 2019
7:30 AM - 9:30 AM
Where: Woodland Hills Country Club
21150 Dumetz Road
Woodland Hills, California  91364
United States
Presenter: Terri McGray
Contact: PIHRA Woodland Hills Programs Chair


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PIHRA Woodland Hills

CalSavers vs. 401(k): What's the Difference?

presented by Terri McGray

 

Whether or not your company offers a qualified retirement plan, the new California Retirement Program will likely impact all businesses. When you offer your employees a 401(k), you can’t just say “good luck” and expect success. Terri McGray will discuss why over twenty states are considering state-run retirement programs and why we should all be concerned about the lack of retirement readiness in America.

Take aways:

  • How the new law may impact your company
  • Important deadlines, requirements and penalties to applicable employers
  • What the employer’s responsibility is and rationale for the program
  • How this program compares to the employer-sponsored 401(k)

 

Program Agenda

7:30am - 7:55am - Registration
7:55am - 8:10am - Welcome/Announcements
8:10am - 9:25am - Speaker 
9:25am - 9:30am - Closing

 

Speaker

 

Terri McGray is the founder and president of Longevity Capital Management LLC, a professional wealth management and retirement planning consulting firm that helps business owners and individuals work towards a successful retirement. She has developed a unique retirement readiness program for employers seeking to increase financial literacy in the workforce and drive results with their 401(k). Her expertise with plan design, ERISA law, internal controls and investment management enables businesses to outsource their plan workload and engage a co-fiduciary to reduce their liability.

 

 

Certifications

This program is valid for 1.25 PDCs for the SHRM-CPSM or SHRM-SCPSM. For more information about certification or recertification, please visit www.shrmcertification.org.

Professionals In Human Resources Association (PIHRA) is recognized by the Society for Human Resource Management (SHRM) to offer Professional Development Credits (PDCs) for the SHRM-CPSMor SHRM-SCPSM.

This program has been approved for 1.25 HR (General) recertification credit hours through the HR Certification Institute (HRCI). For more information about certification or recertification, please visit the HR Certification Institute homepage at www.hrci.org.

The use of this seal confirms that this activity has met HR Certification Institute’s® (HRCI®) criteria for recertification credit pre-approval.

 

Registration Rates

Category Pre-Registration Onsite
PIHRA Member $30 $45
Guest/Nonmember $45 $50
PIHRA Member In-Transition $20 $25
PIHRA Student Member $15 $20

Online registration closes on Tuesday, July 30, 2019 at 8 PM. Registrations after this date will only be taken onsite.

 

Cancellation Policy

There will be a 50% administration fee for any cancellations. If you need to cancel, we must receive it in writing (email or fax) 2 business days prior to the event during normal business hours. Refunds will not be given to no-shows. Credits will not be issued for use towards future PIHRA events.

 

Additional Information/Disclaimer

Registration and attendance at, or participation in, PIHRA programs and other activities constitutes an agreement by the registrant to our use and distribution (both now and in the future) of the attendee's image or voice in photographs, videotapes, electronic reproductions and audiotapes of such programs and activities.