Affiliated with the National Association of Estate Planners & Councils

CalSavers - California State Mandated Retirement Plan (Live Webinar)

Speaker: Eric Petersen, Pension Consultant, Hicks Pension Services

The state of California is forcing most businesses in the state to sponsor a retirement plan.  For businesses who currently do not sponsor a qualified retirement plan, the state is offering a plan called CalSavers. This mandate forces businesses to take action.  CalSavers has several requirements which could be difficult  for businesses to comply with on their own.  The good news is that there are other options.

This presentation will detail the requirements of the CalSavers program and explore the alternatives.  Our hope is that the audience leaves with a mandate of their own to educate the businesses that they are in contact with and help guide them to the proper retirement plan that works best for them.  There will be a massive need for consulting on this complicated mandate and the attendees to this presentation should walk away with enough information to help with this consulting effort.

Eric Petersen brings a qualified background to Hicks Pension Services. After receiving an M.B.A. from San Diego State University, Eric spent four years as a plan administrator.  As an administrator Eric established himself as an expert in the intricacies of IRS tax code as it relates to qualified plans.  He also has received accreditation from The National Institute for Pension Administrators. Since coming to Hicks Pension Services as a consultant, Eric has been directly involved in the design and installation of more than 4,950 qualified plans. Eric has been with Hicks Pension Services for 23 years.

Eric is a regular guest speaker around the Bay Area.  He has given his "Circle Talk" presentation to organizations such as The Northern California Human Resources Council, The Financial Planning Association (FPA), The International Association for Financial Planning (IAFP), The Southern Alameda County Life Underwriters Association, The National Association of Insurance and Financial Advisors (NAIFA) and The International Association of Registered Financial Consultants (IARFC).



Date & Time

January 6, 2021

6:30 PM - 8:00 PM  Pacific



IMPORTANT REGISTRATION NOTE: Do not use the Purchase Tickets or Register For Event buttons below. Since there is no cost for this presentation, you register by sending an email to events@peninsulaestateplanningcouncil.org.



Event Date : 01/06/2021 18:30
Ticket Price : $0.00 $-10.00

Price until 12/23/2020

Meal Selection Price
Login for Member Pricing
No dinner $-10.00



Date, Time & Location

January 6, 2021

6:30 PM - 8:00 PM  Pacific



Webinar Technology

We are planning to use Zoom.us webinar services for this meeting. You can test your connection at https://zoom.us/test to insure that you will be able to view the presentation.