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CalSavers Workshop

Wednesday, April 1, 2026
10:00 AM - 11:30 AM (PDT)
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Category: Education

Comprehensive CalSavers Workshop: What Every Business Owner Needs to Know About California’s Mandated Retirement Plan Requirements

Join Jon Benecke, CFP®, CEPA®, AAMSTM, CRPSTM, MBA, with Ameriprise Financial and guest host Ken Roberts with  Nicholas Pension Consultants as they discuss some of the most important things business owners need to know about California's mandaded retirement plan requirements. 

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Key Topics: 

  • What business owners with 1+ employees need to know about CalSavers
  • What are other options to consider (401k, Simple IRA, SEP IRA) in lieu of CalSavers.
  • Options for both new and old plans
  • What is a Financial Advisor and Third Party Administrators (TPA) role in this process

If you have at least one employee, this workshop is essential to ensure compliance, avoid penalties, and make the smartest retirement plan choice for your business.

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For More Information:

Evelyn Vanderville

Evelyn Vanderville

Events & Education Coordinator, North State Building Industry Association

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(916)751-2743