CalSavers’ deadline is June 30, 2022. Have you selected a retirement program yet?

All California business owners with at least five employees must enroll in a retirement plan by June 30, 2022. Besides the CalSavers program, there are several options that you can explore to make sure you select the best program for your business, like a Pooled Employer Plan (PEP). PEPs are the latest development in the U.S. retirement marketplace and an important provision of the SECURE Act.

Baker Tilly Wealth Management offers both traditional 401(k) plans and the Baker Tilly Wealth Management Pooled Employer Plan (BTWM PEP). We can work with you to decide on the right solution for your business before the CalSavers’ deadline.

Fill out the form below to schedule a consult with our retirement plan specialist today and learn more about our retirement plan options, including how it can decrease your administrative duties and reduce your risk exposure, so you have more time to focus on your business.

This is an area for any disclaimers, form submission notes, etc

Baker Tilly Wealth Management, LLC (BTWM) is a registered investment advisor. BTWM does not provide tax or legal advice. BTWM is not an attorney. Estate planning can involve a complex web of tax rules and regulations. Consider consulting a tax or legal professional about your particular circumstances before implementing any tax or legal strategy. The information provided here is of a general nature and is not intended to address the specific circumstances of any individual or entity. In specific circumstances, the services of a professional should be sought. Securities, when offered, and transaction advisory services are offered through Baker Tilly Capital, LLC, Member FINRA and SIPC; Office of Supervisory Jurisdiction located at 4807 Innovate Ln., Madison, WI 53718; phone: +1 (800) 362 7301. Baker Tilly Wealth Management, LLC and Baker Tilly Capital, LLC are controlled by Baker Tilly US, LLP. Baker Tilly US, LLP, is an independently owned and managed member of Baker Tilly International.

© 2022 Baker Tilly Wealth Management, LLC

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Baker Tilly US, LLP and Baker Tilly Advisory Group, LP and its subsidiary entities provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. © Baker Tilly Advisory Group, LP

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP are independent members of Baker Tilly International. Baker Tilly International Limited is an English company. Baker Tilly International provides no professional services to clients. Each member firm is a separate and independent legal entity and each describes itself as such. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP are not Baker Tilly International’s agent and do not have the authority to bind Baker Tilly International or act on Baker Tilly International’s behalf. None of Baker Tilly International, Baker Tilly Advisory Group, LP, Baker Tilly US, LLP, nor any of the other member firms of Baker Tilly International has any liability for each other’s acts or omissions. The name Baker Tilly and its associated logo is used under license from Baker Tilly International Limited.