{"id":1612,"date":"2025-10-16T13:48:05","date_gmt":"2025-10-16T13:48:05","guid":{"rendered":"https:\/\/secure.eplanservices401k.com\/marketing\/?post_type=article&#038;p=1612"},"modified":"2025-10-17T19:36:00","modified_gmt":"2025-10-17T19:36:00","slug":"ca-action-plan","status":"publish","type":"article","link":"https:\/\/secure.eplanservices401k.com\/marketing\/article\/ca-action-plan\/","title":{"rendered":"On Demand Webinar: California Action Plan for Advisors"},"content":{"rendered":"\n\n<div class=\"cards-background-white \">\n\n    <div class=\"container\">\n\n        \n        \n        \n        \n        \n                <!-- 1 Card -->\n        <div class=\"cards cards-1\">\n                            <div class=\"card no-image white\"><div class=\"card__details\"><p class=\"card__description\">Establish an effective action plan and expand your book of business in California<\/p><\/div><div class=\"card__btn\"><a href=\"https:\/\/pages.paychex.com\/fa_CARetirementMandate.html\" class=\"btn btn-secondary-l\">Watch On-Demand Webinar<\/a><\/div><\/div>                    <\/div>\n        \n        \n        \n        \n\n            <\/div>\n<\/div>\n\n<script>\nfunction copyToClipboard(button) {\n    const url = button.getAttribute('data-copy');\n    \n    \/\/ Use Clipboard API if available, otherwise fallback to textarea method\n    if (navigator.clipboard && navigator.clipboard.writeText) {\n        navigator.clipboard.writeText(url).then(() => {\n            showCopyFeedback(button);\n        }).catch(err => {\n            console.error('Failed to copy:', err);\n            fallbackCopy(url, button);\n        });\n    } else {\n        fallbackCopy(url, button);\n    }\n}\n\nfunction fallbackCopy(text, button) {\n    const textarea = document.createElement('textarea');\n    textarea.value = text;\n    document.body.appendChild(textarea);\n    textarea.select();\n    try {\n        document.execCommand('copy');\n        showCopyFeedback(button);\n    } catch (err) {\n        console.error('Fallback copy failed:', err);\n    }\n    document.body.removeChild(textarea);\n}\n\nfunction showCopyFeedback(button) {\n    const originalText = button.textContent;\n    button.textContent = 'Link Copied!';\n    setTimeout(() => {\n        button.textContent = originalText;\n    }, 1000);\n}\n<\/script>\n\n\n\n\n<p>In partnership with <a href=\"https:\/\/www.paychex.com\/retirement-services\" target=\"_blank\" rel=\"noreferrer noopener\">Paychex<\/a>, this webinar provides a comprehensive guide to Financial Advisors seeking to expand their book of business in California in light of the upcoming CalSavers mandate.<\/p>\n\n\n\n<p><a href=\"https:\/\/secure.eplanservices401k.com\/marketing\/article\/prepare-your-clients-for-calsavers\/\" target=\"_blank\" rel=\"noreferrer noopener\">We&#8217;ve written before on the sheer size of this opportunity<\/a>: more than <strong>1.5 million<\/strong> businesses in California will be affected.<\/p>\n\n\n\n<p>From Paychex: This 30-minute presentation will provide you with an action plan to help your clients prepare for the deadline. We\u2019ll also review different savings options so you can recommend the best retirement strategy for their business. You\u2019ll learn:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The CA retirement mandate \u2013 what is it?<\/li>\n\n\n\n<li>Which businesses need to comply?<\/li>\n\n\n\n<li>What are the options?<\/li>\n\n\n\n<li>Deadlines and penalties<\/li>\n\n\n\n<li>CalSavers auto-IRA vs. 401(k): find the best fit for your clients<\/li>\n<\/ul>\n\n\n\n<p>Note: This webinar is not eligible for CPE or IRS CE credit.<\/p>\n","protected":false},"featured_media":1633,"template":"","categories":[15],"tags":[],"class_list":["post-1612","article","type-article","status-publish","has-post-thumbnail","hentry","category-webinars"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>On Demand Webinar: California Action Plan for Advisors - ePlan Services<\/title>\n<meta name=\"description\" content=\"In partnership with Paychex, this webinar provides a comprehensive guide to Financial Advisors seeking to expand their book of business in California in light of the upcoming CalSavers mandate.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/secure.eplanservices401k.com\/marketing\/article\/ca-action-plan\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"On Demand Webinar: California Action Plan for Advisors - 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