PNR Financial Services LLC

12/30/2023

What is a 401(k) ?

05/03/2022

I am constantly getting inquiries about CalSavers. Here is some information about it. Please reach out to see how it could affect you.

CalSavers Information, Alternatives, Pros and Cons for Employers

02/13/2022

Attention: California businesses with 5 or more employees, it's time for you to evaluate your Retirement Plan option. IF you do not offer a retirement plan for your employees you are required to enroll them in CalSavers effective June 30th 2022.

06/12/2021

Next to physical survival, the greatest need of a human being is psychological survival—to be understood, to be affirmed, to be validated, to be appreciated.

Habit 5: Seek First To Understand, Then To Be Understood

Living the 7 Habits

05/05/2021

Webinar on Employer Sponsored Retirement Plans, in case anyone would like to attend or share with their connections.

It's critical to get your employee retirement plan right and stay up to date. Join us for key elements of your employer retirement plan.

02/02/2021

Retirement Plans for businesses

How to choose, maintain and fix plan errors of a retirement plan for the self-employed

01/11/2021

CalSavers, the state-run retirement program for employees whose employers do not offer a retirement plan, grew in the fourth quarter of 2020 while and the opt-out rate held steady, according to the CalSavers Retirement Savings Board.

10/24/2020

Labor Law Update webinar

2021 Labor Law Update

10/08/2020

https://us02web.zoom.us/webinar/register/5015985693876/WN_P2bLRKdvRG-xeKbOag_mcQ

TiE SoCal Presents Knowledge Series about Retirement Plan for Business Owners. Moderated by: Ravindra (Ravi) Kondagunta, TiE SoCal, Speaker Chair & Charter Member. CEO, Traction Labs. Speaker: Pankaj T Dayal, CPFA, AIF, TiE SoCal Charter Member https://www.linkedin.com/in/pankajdayal/