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Breakfast with Benefits: CalSavers Understanding the Program and the Options Available

  • Thursday, March 19, 2020
  • 8:15 AM - 9:30 AM
  • Wells Fargo, 1350 Fashion Valley Road 3rd Floor, San Diego, CA 92108

Registration


Registration is closed

Please join us for Breakfast with Benefits: CalSavers - Understanding the Program and the Options Available, presented by Melissa Marin, MWM Retirement Solutions.

The following topics will be covered in this presentation:

  • State of Retirement
  • CalSavers Retirement Program Details: Who, What, When, How?
  • Things to Consider - CalSavers or a 401(k) plan
  • Importance of Plan Design/Payroll Integration
  • Plans Eligible for Exclusion/Registering Your Plan
  • 401(k) checklist for existing plans

This breakfast meeting will be held at the offices of Wells Fargo Bank,1350 Fashion Valley Road, 3rd Floor, San Diego, CA  92108. Doors open at 8:15 a.m. for registration and continental breakfast. The presentation will run from 8:30 a.m. to approximately 9:30 a.m. Free parking is available.

The reservation deadline for the meeting is Tuesday, March 17th.

 

Please feel free to reach out to WP&BC with any questions.

Direct Questions To:
Lori Mason, Chapter Administrator 
info@wpbcsandiego.org

Phone: 619-405-3874



Address:
San Diego Chapter
PO Box 600302
San Diego, CA   92160-0302

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