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

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.