401k for Small Businesses
The Larkspur Chamber is proud to partner with Brad Stephens at Tamalpais Asset Management to offer a free webinar on navigating 401ks for small businesses.
THIS WEBINAR IS OPEN TO ALL INTERESTED CALIFORNIA BUSINESSES!
The State of California is requiring all small businesses with employees to offer 401k programs by the end of 2025! Brad and the team at TAM are here to help!
More about our webinar:
Do you have a small business with employee(s)? Let us help you…
- Understand the ins and outs of 401(k) plans
- Navigate the latest 401(k) regulations and tax advantages
- Maximize your retirement savings
- Offer competitive benefits to attract and retain top local talent
Join us for an informative seminar designed to empower you with the knowledge and tools you need to build a strong financial future.
What you'll learn:
- The fundamentals of 401(k) plans and their benefits
- How to choose the right 401(k) plan structure for your business
- Latest information regarding available tax credits for offering retirement plans
- New Rules
- Big Tax Credits
- Who Needs It – Every company with 1 or more employees
- Understanding employer matching and profit-sharing options
- Q&A session with a seasoned financial advisor.
Brad Stephens, CRPS™, Investment Advisor with over 30 years of experience in financial services, Brad specializes in helping small and mid-sized businesses create comprehensive retirement plans.
TAM 401(k) Advisory Services is
a trusted partner in designing retirement solutions that strategically align with your company's unique goals and objectives. Partnering with TAM means working with a dedicated team that values your success as much as you do. We are committed to exceptional service, better plan structure for participants, and long-term financial security.
Let us simplify the retirement planning process so you can focus on growing your business! Tamalpais Asset Management website: https://www.tamalpaisam.com/
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Date and Time
Wednesday Apr 23, 2025
12:00 PM - 1:00 PM PDT