2025 SPRING WEBINAR REPLAY

We recently completed our 2025 spring webinar held on May 21^st. We are grateful to have over 300 Advisors and Accountants registered for the event. Thank you for the ongoing support in making our educational presentations a success.

In response to requests for an alternative viewing option, we will replay the webinar recording on Thur, June 12^th from 10-11am. If you would like to join us for the reshowing, click here to REGISTER ONLINE.

WEBINAR TOPICS

CALSAVERS DEADLINE – 12/31/25 for 1-4 employees
PLAN TYPE ALTERNATIVES – CalSavers vs 401k vs DB
REGULATORY UPDATE – LTPTE, Auto-Enroll, Super Catchup & Roth Catchup
MEGA BACKDOOR ROTH – Maximize Owner-Only Roth contributions
PAYROLL INTEGRATION – Per-payroll deposits and/or annual census integration
403(b) RESTATEMENTS – Required by 12/31/26

For questions contact Jolie Conkling at seminars@nicholaspension.com or (916) 638-5700.