Coachella Valley - California Mandated Retirement Plan - What Are Our Options?
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Coachella Valley - California Mandated Retirement Plan - What Are Our Options?

11/20/2019
When: Wednesday, November 20, 2019
8:00 AM - 10:00 AM
Where: Woodhaven Country Club
41-555 Woodhaven Dr East
Palm Desert, California  92211
United States
Presenter: Brad Westwood
Contact: Mike Wales
760-902-8087


Online registration is closed.
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PIHRA Coachella Valley

California Mandated Retirement Plan -
What Are Our Options?

presented by Brad Westwood

 

Speaker Brad Westwood will go over the specifics of the new California Cal Savers, common plan failures and managing fiduciary responsibility:

  • Cal Savers Law – Employers must provide a path for Retirement for their employees.
  • Why was this put in place?
  • What Provisions?
  • What are the Penalties?
  • What counts as an Employer Sponsored Plan?
  • Employee responsibility – Opt in/ Opt out
  • Example of recent results from Oregon
  • State Sponsored IRA vs. 401k

 

Program Agenda

7:30am - 8:00am - Registration
8:00am - 10:00am - Program and Breakfast

 

Speaker

 

 

Brad Westwood, Regional Retirement Plan Consultant, Paychex
Bradley has over 13 years in the retirement industry with Paychex. His focus is helping educate companies and the HR community on plan options, design and strategy. He has worked with over 1,000 companies in various industries to help promote healthy retirement options among all employee demographics. He finds his passion in helping the workforce of America properly plan for their future.

 

 

 

 

Certifications

This program is valid for 1.0 PDC 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-CPSM or SHRM-SCPSM.

This program has been approved for 1.0 California-specific 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 $25 $25
Guest/Nonmember $40 $40
PIHRA Member In-Transition $15 $15
PIHRA Student Member $15 $15

Please RSVP at least 2 days in advance so we don't run out of food and chairs.
You can RSVP via our website by clicking on the gold button at the top, if you want to pay online with a credit card.
If you are paying at the door via check or cash, please email your RSVP to pihra18@gmail.com.
Online registration closes on Monday, November 18, 2019 at 8:00pm. Registrations after this date will only be taken onsite.  

 

Cancellation Policy

Please let us know in 2 days in advance so we won’t be charged. To cancel, please email us at PIHRA18@gmail.com.

 

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.