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FREE Webinar: Learn About California's Retirement Plan Requirement for Small Businesses

Did U know? California has implemented a state retirement mandate that requires businesses that employ five or more employees to offer a qualified retirement plan or register with the state option (CalSavers).

That doesn’t mean you don’t have options! We’ve partnered with retirement specialists to help you navigate these requirements.

A number of retirement plan solutions are more affordable than you might think. You may also qualify for a federal tax credit, which can help you pay for startup costs during the first three tax years of the plan.

We’re hosting a FREE webinar to fill you in on this new state mandate and present some helpful options. Join us on Wednesday, October 6th, at 7:00pm — via Zoom (link will be provided after registration).

This webinar is open to all local small business owners, even if they don’t bank with us (even though U know they should). Here are a few of the topics that will be covered:

  • Legislative Updates: CalSavers and the SECURE Act. There are a wide range of retirement plan options that can be tailored to fit your company’s needs.
  • Fiduciary Responsibilities: The primary duties of a plan sponsor according to the Department of Labor (DOL) and several strategies to meet them.
  • Working with a Wealth Advisor can help provide you with valuable guidance. You may gain some peace of mind as you make progress toward your goals.

If this sounds like it could be beneficial to you and your business, we hope to see you (virtually, of course) on Wednesday, October 6th at 7:00pm. If you have any questions, or would like more information, please email

click here to register

Disclosure: Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).Insurance products are offered through LPL or its licensed affiliates. UMe Credit Union and UMe Wealth Management Group are not registered as a broker, dealer, or investment advisor. Registered representatives of LPL offer products and services using UMe Wealth Management Group, and may also be employees of UMe Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, UMe Credit Union or UMe Wealth Management Group. Securities and insurance offered through LPL or its affiliates are: not insured by NCUA or any other government agency, not credit union guaranteed, not credit union deposits or obligations, and may lose value.

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