Get Started with Consultation and Assistance Regarding CalSavers Compliance and Adoption of EZ$AVINGS4U as an Alternative

STEP 1

Complete the EZ$AVINGS4U Info Form below (ASAP - by September 1, 2020 at the latest) and email it to ed@mcclementsins.com 

STEP 2

Pay the 50% deposit below to begin the EZ$AVINGS4U implementation process, using the same email address stated on your completed form.

Alternatively, you may send a $1,000 check to McClements Insurance Services, LLC:

580 Broadway St., Suite 213, Laguna Beach CA, 92651

STEPS FOLLOWING

  • Employer reviews all online Training Modules and hardcopy manuals (a EZ$AVINGS4U portal password will be supplied)
     

  • Coordinate with EZ$AVINGS4U if any documents / forms need to be customized to meet the employer's need
     

  • Announce EZ$AVINGS4U to employees, distribute and collect signed Announcement forms and Opt-Out forms
     

  • Go on to the CalSavers website and register your company as having an alternative retirement plan

© EZ$AVINGS4U 2020.  ALL RIGHTS RESERVED.