California has applied the regulation requiring small businesses to provide retirement plans or enroll in Cal Savers for your employees. We talk about the new rule, the plan itself, and what you can do about it in this podcast.
Both Lillian Karabaic & Chaim V. Schramm, CFS®, CAS®, AIF® have experience with Oregon’s similar regulations. Chaim Investment Advisors is an Oregon based Financial Planning firm that has encountered many planning situations with these regulations over the past years since Oregon implemented its law on small business retirement plans.
We do provide small business retirement planning services for California & Oregon small businesses.
Disclaimer: retirement planning for your business is a serious undertaking that requires extensive due diligence; this video is not investment advice, tax advice, or retirement planning advice….(read more)
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