545 Fourth Street, Santa Rosa, CA, United States of America, 95401
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New CA State Law CalSavers Program: Which Retirement Solutions Are Best for Your Business and Employees?
New California State law will require ALL California employers with five or more employees to either maintain an employer-sponsored retirement plan or participate in the CA State CalSavers Program. Exchange Bank’s Trust and Investment Management Group—California’s fifth-largest community bank trust department—will walk you through a variety of retirement plan options, including the new State of California CalSavers program.
December 7th and 9th at 10:00 am
We will cover:
- Overview of the new CalSavers program
- CalSavers vs. Employer-Sponsored Retirement Plans
- What to look for when selecting a retirement plan and company
Registration links for the webinar to share with your members:
December 7th at 10 am
https://exchangebank.webex.
December 9th at 10 am
https://exchangebank.webex.
About
Who we are
As Sonoma County's local community bank for over 130 years, Exchange Bank always been about serving our customers who represent the fabric of our community. We are a people-first bank where relationships matter, providing the personal attention and lending expertise of a local community bank.
Why we are different
Local staff: Experienced staff that understands the financial needs of the community and customizes solutions to meet your unique needs.
Local lending experts: Local team with expertise in agriculture, wine, construction, commercial real estate, manufacturing and specialty foods.
Local decision making: Financial decisions are made here—with direct, personal access to bankers who understand your financial needs.
How we add value to you
We can help strategize your business goals and support your business' growth and success.
Contact
Contact List
| Title | Name | Phone | Extension | |
|---|---|---|---|---|
| VP/Commercial Loan Officer | Jason Hinde | jason.hinde@exchangebank.com | 707-541-1455 | |
| Equipment Leasing | Janae Simmons | janae.simmons@exchangebank.com | 707-521-5023 |
Location List
| Locations | Address | State | Country | Zip Code |
|---|---|---|---|---|
| Exchange Bank | 545 Fourth Street, Santa Rosa | CA | United States of America | 95401 |
List of Locations
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