What You Need To Know About CalSavers Retirement Savings Program | Tan Phan, MSFP, CFP®

Please visit my website for the full video transcript: https://tanphan.com/blog/calsavers
Connect with me on LinkedIn:   / 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?