Wednesday, May 3th, 2022
Kevin Mahoney, Business Development Officer, FinDecSM
Hosted by Michael Lee, President & CEO, FinDecSM
As the final deadline approaches for small businesses to register their retirement plan intentions with the state, Kevin Mahoney, FinDec’s resident technical expert on retirement plans in the workplace, explained the benefits and challenges of the CalSavers program, its requirements for all businesses, and what employers with five to 50 employees need to do by June 30, 2022 to comply with the state mandates.
Kevin Mahoney, QPA, QPFC, AIF®, ERPA, C(k)P, is the Business Development Officer at FinDec. He has spent his entire 27-year career in the financial services industry with the company. As a consultant for small business retirement plans for several decades, Kevin has witnessed a lot of changes in the industry. One constant has been his continued focus to provide the best service to clients as they navigate the waters of retirement planning. His satisfaction, along with the entire FinDec team, is based on the success of clients. Professionally, he is most passionate about teaching plan sponsor clients about how retirement plans work and helping them craft more successful programs for their employees. He is also very passionate about being involved on the national level as an advocate for FinDec’s clients in front of government policymakers.