Comparing CalSavers and the CTC Retirement Plan Advantage

by Membership with Transamerica and MorganStanley

Are you looking at how CalSavers will impact your teams? Join us for an upcoming webinar to compare the CTC Retirement Plan Advantage.

Please join Trey Banton of Transamerica Retirement Solutions, George Noceti of Morgan Stanley and Greg Merriman of TAG Resources for a Webinar. Learn how the CTC Retirement Plan Advantage solution can be a viable alternative to the state retirement plan. CTC Retirement Plan Advantage solution is a full service platform offering robust fiduciary protection and administrative ease along with lower employer and employee costs than a traditional standalone 401k plan.

During the webinar we will examine:

  • Cal Savers Design Limitations and Administration

  • Penalties for Non Compliance

  • CTC Retirement Plan Advantage

This webinar will be offered on THREE OCCASIONS. This is the same webinar, so you need only RSVP for one. It is not a webinar series.

FIRST SESSION

Tuesday, May 24th, 10:00am REGISTER HERE

SECOND SESSION

Wednesday, May 25th, 10:00am REGISTER HERE

THIRD SESSION

Wednesday, May 25th, 1:00pm REGISTER HERE

The opinions and content presented by the guest speakers are theirs and not necessarily those of Transamerica or its affiliates. Transamerica and TAG Resources are affiliated, but they are not affiliated with Morgan Stanley. 

Securities offered through Transamerica Investors Securities Corporation (TISC), member FINRA, 440 Mamaroneck Avenue, Harrison, NY 10528. All Transamerica companies identified are affiliated.

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