Retirement Plan Updates Under Secure 2.0 and CalSavers

Holly will provide updates and review new rules introduced in the Secure Acts. Topics to be covered include:

• Long Term, Part-Time employees ARE eligible for your 401(k)/403(b) programs very soon!
• Reducing company costs for sponsoring retirement plans through Saver’s Match and abundant tax credits available.

Holly has extensive experience in all aspects of qualified retirement plans. She served twice as President of the LA chapter board for the National Institute of Pension Administrators. Holly has been involved in planning national pension conferences as co-chair for both the NIPA Annual Forum and Expo and the ASPPA Los Angeles Advanced Pension Conference. She has been a speaker at local and national conferences, and is active in educating within her community.

Holly is a Certified Pension Consultant through ASPPA and an IRS Enrolled Retirement Plan Agent which enables Holly to represent her clients before the IRS. She is also a CFP® (Certified Financial Planner).

The East Ventura County Employer Advisory Council (EAC) is composed of employer volunteers representing a cross-section of businesses and industries.  The EAC was developed to promote a stronger partnership between the California Employment Development Department (EDD) and the business community. Its commitment is to assist employers in conducting their business more effectively and efficiently, to provide information on employment-related issues, and to enhance the communication between EDD and the private sector. This presentation is provided for educational and informational purposes only; it does not constitute an endorsement of the curriculum or speakers by the State of California EDD or by the East Ventura County EAC. Aside from staff designated to represent EDD, we assume no responsibility for the accuracy, legality, or content of the materials provided during this event.

EDD, an equal opportunity employer/program, is a partner in this event.  Special accommodation requests need to be made two weeks before the event by calling (805) 288-8231.