This is a FREE Spokes event

Do you have one or more employees? Then you must comply with CalSavers, California’s state-sponsored retirement savings program. If you have five or more employees, you are already required to be in compliance. Employers with even just one employee must be in compliance by December 31, 2025. CalSavers provides workers who don’t have access to an employer-sponsored plan with an easy, automatic way to save for retirement through payroll deductions.

Designed for nonprofit leaders and staff who manage retirement plans, including executive directors, HR and finance professionals, operations managers, and board treasurers, participants will learn what CalSavers is and what requirements the State of California has for employers. The session will also cover how to get in compliance before the deadline, and the options available for employers when choosing a retirement plan. Attendees will leave equipped with the knowledge to take the next best step for their team’s retirement plan.

Key Takeaways

• What CalSavers is and the requirements for employers

• What alternatives are available apart from CalSavers

• How to determine which option makes the most sense for your organization

This class is online; link will be sent with registration acknowledgement. This class may be recorded.

Presenter: Anthony Leonti

Anthony Leonti is a Retirement Plan Advisor at Corvus Wealth Advisors and a Certified Financial Planner (CFP®). He specializes in plan enrollment and education, fiduciary reviews, and retirement plan design across a variety of plans, including 401(k), 403(b), and 457(b). Anthony’s philosophy is to simplify the complexities of retirement planning so participants can make confident, informed decisions about their financial future. Based on the Central Coast, he enjoys exploring the outdoors with his wife and young son and staying active in his community through his church.