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News & Press: CalAdvisor Newsletter

Secure Choice Retirement Program

Thursday, May 19, 2016   (0 Comments)
Posted by: Richard Nilmeier, CLU, RHU
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We have one very large item staring us in the face in the form of SB1234, otherwise known as the Secure Choice Retirement Program. In a nutshell, this would require every employer who does not have a covered retirement program to enroll their employees in PERS. While they are still trying to work out some major areas, California has gotten an exemption from the Department of Labor from ERISA. In other words, California would not be a fiduciary in this program, and have no liability for the management of funds. Shari McHugh is on top of this issue, and working hard to protect our members’ interest.

However, we may need to have your efforts in meeting with legislators at some point in the near future, and to do this, we need the help of every member. If you know a legislator, please go onto the www.naifacalifornia.org website. Click on the Advocacy tab, and complete the form Report a Relationship with a Legislator. This is where our real strength is. If you attended a meeting in Sacramento, please do so also. We need a strong voice in Sacramento this year, and we are a lot louder if we all shout with one voice.

 

 

 

 

Regional PIC/PAC Coordinators

Region 1

Central Valley

Merced

Northern California

Marc A. Bregman, LUTCF

(209) 367-0930

mbregman@bregmanfinancial.com

NAIFA-Central Valley

 

Bregman Financial & Ins Svc

11701 E Kettleman Ln

Lodi, CA 95240-9707

Region 2

Fresno

Kern County

Sequoia

Ms. Sandra E. Henderson, RHU, CSA

559-433-1110

shenderson@planfinancial.com

NAIFA-Fresno

 

Plan Financial

10573 N. Inverary Ln.

Fresno, CA 93730

Region 3

Marin

Mt. Diablo

North Bay

Peter Fulchiron, CLU, CAP, LUTCF

(415) 877-4300

pfagent@iCloud.com

NAIFA-Marin

 

Peter Fulchiron

411 San Andreas Drive

Novato, CA 94945-1237

Region 4

Monterey Bay

San Francisco-Peninsula

Silicon Valley

Mr. Peter C. Kuo

(408) 738-8803

peterkuo368@yahoo.com

NAIFA-Silicon Valley

 

Farmers Insurance Group

883 E River Parkway

Santa Clara, CA 95054-4145

Region 5

Antelope Valley

Central Coast

San Fernando Valley

Santa Barbara

Jaime S. Flores

(805) 310-5040

j77.flores@gmail.com

NAIFA-Santa Barbara

 

Farmers Insurance Group

312 W MAIN ST

SANTA MARIA, CA 93458

Region 6

Desert Valley

Greater Foothills

Los Angeles

Inland Empire

Janise Graham

(951) 817-7526, x258

Janise@BusinessOwnerProtection.com

 

387 Magnolia, #103

Corona, CA 92879

Region 7

North Orange County

San Diego

Orange County

Palomar

Ms. Linda S. Harris

(858) 695-1162

l.s.harris@att.net

NAIFA-San Diego

Mr. Terry M. Kaltenbach, CLU, ChFC,CAP

(949) 351-2820

tmkbach43@gmail.com

NAIFA-San Diego

 

Harris Ins & Financial Services

PO Box 261669

San Diego, CA 92196-1669

 

Asendant Fiduciary Consulting

1358 Ahlrich Ave

Encintas, CA 92024-4029


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