co-presented by CalNonprofits and CalSavers
CalSavers is Here! What Do Nonprofits Need to Know?
CalSavers is here! What do nonprofits need to know?

It’s a new retirement program available to nonprofits:
Join our CalSavers Webinar on October 18th and get your questions answered!

The State of California launched CalSavers in July, a new retirement program that will enable employers (including nonprofits!) to get their employees access to a payroll-deduction Individual Retirement Account (IRA) at no cost to the employer or taxpayer.

We already know that more than half of nonprofits offer some kind of retirement plan to their employees (a much higher percentage than of for-profits). If you already have a plan, CalSavers isn't for you. But if you don't, your organization will have to either sponsor a retirement plan or facilitate CalSavers. The mandate is phased in over the next three years based on the size of your organization.

To find out what CalSavers means for nonprofits and their employees, CalNonprofits is hosting a webinar with Jonathan Herrera, Outreach & Marketing Manager of CalSavers, on October 18th, at 11AM. You are invited to attend this free webinar. Please bring your questions!

Oct 18, 2019 11:00 AM in Pacific Time (US and Canada)

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Speakers

Jonathan Herrera
Outreach & Marketing Manager @CalSavers
Jonathan Herrera is the Outreach & Marketing Manager for the CalSavers Retirement Savings Program, the state’s pioneering retirement savings program which will provide a path to retirement security for over seven million Californians who currently lack access to a retirement savings vehicle at work. Jonathan has 18 years of experience working in both personal and government finance. Prior to joining the CalSavers team, he spent 3 years at the State Treasurer’s Office helping California’s local agencies invest their idle funds in the Local Agency Investment Fund (LAIF), and 13 years at Citibank where he assisted with the organization’s business development and outreach strategies, and worked with a team of advisors to provide wealth management services and solutions for individuals, families, and businesses. Jonathan has a BA in Government from California State University, Sacramento.
Jan Masaoka
CEO @CalNonprofits
Jan Masaoka is CEO of the California Association of Nonprofits (CalNonprofits), a statewide policy alliance of over 10,000 nonprofits speaking to government, philanthropy, and the public at large. Jan is a leading writer and thinker on nonprofit organizations with particular emphasis on boards of directors, business planning, and the role of nonprofits in society. She served 14 years as executive director of CompassPoint Nonprofit Services in which position she was named Nonprofit Executive of the Year by Nonprofit Times. She is an eight-time designee as one of the "Fifty Most Influential" people in the nonprofit sector nationwide and was named California Community Leader of the Year by Leadership California.