What You Need To Know About CalSavers Retirement Savings Program

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June 18, 2021

Please visit my website for the full video transcript: https://tanphan.com/blog Connect with me on LinkedIn: https://www.linkedin.com/in/tanmphan TAN Wealth Management What employers need to know about CalSavers: - What is CalSavers? - Registration deadline - CalSavers Frequently Asked Questions - I am the owner and I have 4 employees, do I need to register for CalSavers? - How can employers register for CalSavers? - What do employers need to do? - What are the benefits to the employers? - Employers’ roles - What employers cannot do - What is the cost to the employers - What are the employers’ liability - Can the employers contribute to CalSavers? What employees need to know about CalSavers: - What are the options for employees? - What are CalSavers contribution limits? - What are CalSavers income limits? - What is CalSavers vesting schedule? - What are CalSavers accounts investment options? - How much does CalSavers cost? - Can the employer contribute to the employees’ accounts? - Can you name beneficiaries on the accounts? - Are the accounts portable? - What are CalSavers distribution rules? - What are CalSavers lawsuits? - Is CalSavers a scam? - If my mom is eligible for CalSavers, what would I advise her to do?

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