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CalSavers Retirements Savers Program
  • Retirement
An elderly couple sits on a wooden dock embracing, gazing at a tranquil lake during sunset. Bathed in warm sunlight, they reflect on their journey together and the peace of retirement, with trees visible in the background—a testament to their dedication to the CalSavers Program.

his is a reminder that the final implementation deadline for the CalSavers Retirement Savings Program (“CalSavers”) is June 30, 2022. California employers meeting certain requirements must offer a qualified retirement plan to its employees by either sponsoring a qualified retirement plan or registering in the CalSavers plan.

For more information about this program or how to register, please read our memo here – CalSavers Retirement Savings Program Requirements.

Disclosures

Cerity Partners LLC (“Cerity Partners”) is an SEC-registered investment adviser with offices across the United States. Registration as an investment adviser does not imply any level of skill or training.

The information provided is not intended as personalized investment, tax, or legal advice. There is no guarantee that any opinions, projections, or views expressed will materialize. You should consult a qualified professional before making financial decisions.

Information is subject to change without notice and is believed to be reliable but is not guaranteed. For Cerity Partners’ registration status, please visit the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov.

For additional details about our services, fees, or potential conflicts of interest, please request our disclosure statement, including Form CRS and ADV Part 2, using the contact information provided.

Recent Publications

A calculator with various colored buttons is placed on top of several papers, including a financial statement and a yellow notepad. A black pen is also visible at the bottom of the image on the wooden surface.

2024 & 2025 Tax Payment Reminder

  • Tax
A person types on a laptop surrounded by floating tax-related icons, such as a calendar and document, illustrating financial organization and online tax management. Proposed regulations for §267 and §707 could influence transactions with partnerships in this digital landscape.

Form 1099 Changes in the One Big Beautiful Bill Act (OBBBA)

  • Tax
Two individuals in business attire are seated at a desk during a professional meeting. One holds a book and points at documents, discussing possible tax proposals, while the other writes on the papers with focused intent. The scene suggests a legal consultation.

California Extends the Pass-Through Entity Elective Tax

  • Tax
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Address

16830 Ventura Blvd.
Suite 400
Encino, CA 91436

Contact

310-284-8267
818-783-7140
info@fbco.com

Hours

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9 AM – 5 PM

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