Is your firm in compliance with the California retirement plan mandate?

You’re in compliance if you’re offering either the CalSavers program or a private retirement plan. If you don’t have a retirement plan and employ people other than yourself, you may be past due or face a deadline this year to put a retirement plan in place¹.

If you’re still looking for the right retirement plan for your firm, consider the ABA Retirement Funds Program (the “Program”). The Program is a member benefit of the American Bar Association that allows you and your colleagues to save more and worry less. The Program was created as an ABA member benefit more than 60 years ago, and today serves more than 300 small firms in California. We understand the legal community and can help you offer a plan that meets your needs at a competitive price.

To learn more about the California retirement plan mandate and your options, please watch our recent webcast.

No firm is too small!

If you’re a solo practitioner, the mandate may not apply to you. But still - you don’t have to go it alone when it comes to preparing for retirement. Learn more about the Program here.

¹ www.calsavers.com. Businesses that do not employ any individuals other than the owners are exempt from the expansion of the mandate.

The ABA Retirement Funds Program is available through the American Bar Association as a member benefit.

Securities offered through Voya Financial Partners, LLC (member SIPC).

Voya Financial Partners is a member of the Voya family of companies (“Voya”). Voya, the American Bar Association, and the ABA Retirement Funds are separate, unaffiliated entities, and not responsible for one another’s products and services.

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