Retirement plan compliance is no longer optional in California. In this webinar, PBO Advisory Group partners with Cornerstone Wealth Advisors to break down the state’s CalSavers mandate—and what it means for employers who don’t currently offer a retirement plan. For businesses that do have a plan in place, the session also covers how to benchmark your plan, reduce costs, and improve your offering for employees. We cover:
- How to comply with California’s new retirement plan requirement
- Key differences between CalSavers and traditional 401(k) plans
- What it means to be a fiduciary—and why it matters
- How to lower 401(k) expenses while improving the plan overall