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
7:30am - 8:00am - Registration
8:00am - 10:00am - Program and Breakfast
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.
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.
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Please RSVP at least 2 days in advance so we don't run out of food and chairs.
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Online registration closes on Monday, November 18, 2019 at 8:00pm. Registrations after this date will only be taken onsite.
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