CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.

Calsavers - California's Mandatory Retirement Program

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Before starting this self study program, please go through the instructional document.


  • What is California’s Retirement savings Program?
    1 mins
  • Why is it required?
    15 mins
  • CalSavers – Technicalities, Auto-Enrollment key details, FAQs solved, Employee and Employer perspective, Fee Structure, investment options.
    44 mins
  • What should you ask?
    45 mins
  • What is the opinion of the critics about CalSavers?
    49 mins
  • Perspective for Businesses: Cost of financial stress to the employers.
    51 mins
  • How much people are actually saving?
    79 mins
  • What you can do?
    81 mins
  • Which are various types of Employer Sponsored retirement plans and Cash Balance Plans?
    82 mins
  • Plan design, fees monitoring, Investment monitoring, utilizing internal control.
    83 mins
  • Which are the different benefits of 401(k) plan?
    85 mins
  • Securing future by securing retirement health.
    86 mins

Course Description

California just launched the largest state-run retirement plan in the nation. This Free CPE webinar will discuss what it means for your business & how this program could impact other states. State Senate leader Kevin de Leon who wrote the bill, says this is the largest expansion of retirement security since the New Deal. No matter whether your company offers a qualified retirement plan or not, you need to understand how this program works because it will likely impact all businesses. We will discuss our national retirement crisis and review the advocates & opponent’s view of this program as well as compare CalSavers to other state-run programs and discuss why over 30 other states are considered similar legislation.

Learning Objectives

  • How the program works and important dates and deadlines.
  • Costs, investment options and details of the program
  • How this program could affect other states and the current legislation and studies conducted by up to 40 other states across the nation.

Who Should Attend?

  • CFO/Controller
  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial CPA
  • Finance Pros
  • Tax Firm
  • Tax Practitioners
  • Tax Pros
  • Young CPA