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States are taking the lead to address the retirement savings crisis by introducing innovative new public-private partnerships to help provide private sector workers with simple, easily accessible, low-cost ways to save. Since 2012, more than 40 states have introduced proposals to address the problem of retirement insecurity. Of these, 10 states and one city have enacted new programs and, by the end of 2018, three of the new auto-IRA programs — California, Illinois, and Oregon — will have begun enrolling workers. In all, there are three distinct types of programs.
The California Society of CPAs is hosting an all-day national webcast symposium about how these state programs are transforming the retirement savings landscape and what you need to know from a compliance and program perspective for the benefit of your clients. You will gain a better understanding of the partnership with the private sector and the success of another similar program that many of your clients are familiar with, the state 529 plans. The road being embarked upon is a well-worn path to success. You will hear from thought leaders that were the genesis of the program, learn about what programs exist outside of the United States to create successful retirement outcomes for citizens of other countries, and what the future looks like in America to protect and create lifetime income streams for the participants.
You will hear from the thought leaders at the state level in Oregon, California, and Illinois to hear about their compliance issues you and your clients need to be aware of.
All CalCPA Education Foundation conferences include free Wi-Fi, discounted parking, continental breakfast, networking lunch and afternoon refreshments.
FOR INDIVIDUALS: Value-Priced Education (VPE) for CalCPA members.
FOR GROUPS: Coupon 10 and Share 100*—Great for nonmembers and firms.
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CPAs, attorneys, financial planners and government officials considering the legislation/regulation of a plan in their respective state. The symposium is for professionals who advise business owners with more than 4 employees. Since there is existing or pending legislation in more than 40 states, this webcast will be important to anyone who has clients in a state that is in the process of adoption of a state savings program.
Welcome with Leonard C. Wright, CPA/PFS, CGMA
Opening Key Note Address with Honorable John Chiang, Treasurer, California
AARP: Global Evolution of Government Sponsored Retirement Plans with David John, AARP, Senior Strategic Policy Advisor
The number of people who don’t have any other retirement assets is not just a problem for the United States. Many nations are finding that the cost of providing sufficient retirement income from government programs is unaffordable and are trying to reduce that cost through enabling people to generate income from retirement savings.
The Well-Worn Road to State Savings Success with Andrea Feirstein, AKF Consulting Group
Why a Government Partnership Makes Sense: Where We Are Today with State IRA Programs with Angela Antonelli, Georgetown University, Executive Director, CRI
Snapshots of Current Plans with Katie Selenski, CalSavers; Michael Parker, Oregon Savings Network; and Courtney Eccles, Illinois State Treasury Office, Director of Secure Choice
Panel Discussion: A Focus on Implementation and First Year Results with Katie Selenski, CalSavers; Michael Parker, Oregon Savings Network; and Courtney Eccles, Illinois State Treasury Office, Director of Secure Choice
Required Savings Rates Today with Dr. Michael Finke, The American College, Chief Academic Officer
How Will State IRA Programs Produce Retirement Security? with Honorable Josh Gotbaum, The Brookings Institute
Successful Retirement Plan Strategies with Dr. Gregory Kasten, Unified Trust Company
Behavioral finance research shows most 401(k) participants are not active decision-makers. In fact, most participants are dominated by five key behavioral traits: inertia, procrastination, choice overload, endorsement and framing.
1710 Gilbreth Road
Burlingame, CA 94010
CalCPA | CalCPA Education Foundation offers a few ways to register. You may:
You are required to legibly sign your name on the official sign-in sheet prior to the start of the event. Late arrival/early departure must be noted and partial credit will be awarded. Certificates of Completion are awarded 3–5 business days after the course completion; access your certificate of completion from calcpa.org/CPE_Tracker.
Webcast Attendees: Group attendance is verified and documented by the group leader on the group attendance form the day of the event. Your name must be listed under the “Group Sign-In Sheet”. If your name is not listed, please call (800) 922-5272. We are unable to grant CPE credit in cases where technical difficulties and operational requirements are not met.
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