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Retirement Plan Alternatives for Small Plan Sponsors: CalSavers, or Pooled Employer Plans - Which is the Best Alternative?

  • Thursday, October 22, 2020
  • 8:00 AM - 9:45 AM
  • Online Webinar


Registration is closed

Please join us for our October webinar: Retirement Plan Alternatives for Small Plan Sponsors: CalSavers, or Pooled Employer Plans - Which is the Best Alternative?

CalSavers - How it addresses the retirement needs of employees of small employers presented by Katie Selenski, Executive Director of CalSavers

Pooled Employer Plans - Alternatives to CalSavers that are available to small plan sponsors presented  by Rick Jones, a Senior Partner and Leader of the National Practices Group for Aon’s Retirement Practice

The State of California’s new retirement mandate is here. Based on legislation enacted in 2017 and rolled out last year, employers that don’t already sponsor a retirement plan and have at least five employees will need to register for CalSavers by their specified deadline. The deadline for the largest employers (with more than 100 employees) was on September 30 and the next two deadlines are in 2021 and 2022. Employers and advisors should understand their options for compliance and explore how CalSavers measures up compared to private options.

The following topics will be covered in this presentation:

  • The State requirements and options for employer compliance
  • CalSavers 101
  • Progress Report
  • Impact of COVID

The SECURE Act, passed into law in December 2019, provides for Pooled Employer Plans (PEPs). Aon believes these next-generation retirement plans will be transformational for 401(k) and the broader defined contribution plan system. Rick Jones, Senior Partner, National Retirement Practices / Retirement Solutions from Aon will discuss how they believe PEPs will produce more economies of scale and better outcomes for participants, less fiduciary risks for employers, and allow organizations to better focus on core and essential functions.

In the session, Rick will discuss:

  • The basics of PEPs
  • The current and anticipated regulatory environment
  • Principles to consider when evaluating PEPs

Client, prospect, and other stakeholder responses to PEP offers 

The deadline to register is Tuesday, October 20, 2020.

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

Direct Questions To:
Lori Mason, Chapter Administrator

Phone: 619-405-3874

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

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