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Your Year End Checklist 2021……

  • Audit, Audit, Audit…. Ask employees to verify name, address and social security number.Ensure recent new hires are correct (2021).  Place address update forms in the lunchroom, on bulletin boards
  • Send Self Service flyers to employees who have not registered
  • Update/Review your 2022 payroll schedule in your payroll system

Webinar: April Chapter Meeting: Ready, Set, Audit: DOL Audit Preparation

About:
Employers contend with a myriad of compliance obligations, all in the hopes of complying and avoiding a call from the government. Join this session with Jason Patrick, Principal of Fiduciary Advisors, LLC, to learn how to be prepared if the government ever reaches out to your company concerning your retirement plan.

Speaker:  Jason is the Principal of Fiduciary Advisors, LLC. Jason specializes in advisory services for 401(k)s, 403(b)s, defined benefit plans, nonqualified deferred compensation programs, and executive and key employee insurance solutions.

Webinar – May Chapter Meeting: Fair Labor Standards Act (FLSA), Minimum Wage, Overtime, Child Labor

Please note that Registration is required for Members and Non Members in order to participate in our webinar and will only be available until Thursday 5/19 at 9:00 am.

Member Registration:
Member:  Free, e-mail your full name to: [email protected]
RCHs:   2 Units

Speaker:  Jose L. Medina is the Assistant District Director for the U.S. Department of Labor, Wage and Hour Division (WHD) in the San Diego District Office.

Speaker:  Rosanna Santana is the Community Outreach and Resource Planning Specialist (CORPS) for the U.S. Department of Labor, Wage and Hour Division’s San Diego District Office.

Webinar – June Chapter Meeting: Paycards in a Touchless World and How it relates to Earned Wage Access

Please note that Registration is required for both Members and Non Members in order to participate in our webinar and will only be available until Thursday 6/16 at 9:00 am.

Sponsor:  

Member Registration:
Member:  Free, e-mail your full name to: [email protected]
RCHs:   2 Units

Speaker: Burke Rice is the Senior Director of Sales, Wage & Corporate Disbursements, for the Western US at rapid! Paycard and Green Dot. Burke brings to his role more than 30 years of sales, sales management, operational oversight, and entrepreneurial experience.

 

No July 2022 Chapter Zoom Meeting

Please note that the OCCAPA does not hold a July meeting. Our next webinar meeting will be on Thursday 8/18/2022 3pm – 5pm.

OCCAPA SUMMER SOCIAL – TACOBOUT PAYROLL

Fonda Moderna 1705 Flight Way, Tustin, CA, United States

Please join OCCAPA's Summer Social where we TacoBout all things PAYROLL!!!  This will be a great opportunity for all members to socialize and finally meet face to face.  Remember to send your Evite RSVP by Thursday, July 21st.

Webinar – August Chapter Meeting: Updated for 2022! Benefits and Payroll: Top 10 New Developments and Compliance Traps

Please note that Registration is required for both Members and Non Members in order to participate in our webinar and will only be available until Thursday 8/18 at 9:00 am.

Member Registration:
Member:  Free, e-mail your full name to: [email protected]
RCHs:   2 Units

Speaker: Marilyn A. Monahan, Esq, is the owner of the Monahan Law Office in Marina del Rey, California.  She focuses her practice on advising employers and consultants on compliance with employee benefit and insurance laws impacting health and welfare plans, including ACA, ERISA, HIPAA, and COBRA, and related Internal Revenue Code provisions.      

Webinar – September Chapter Meeting: California’s Unclaimed Property Program and Reporting Requirements for Businesses.

Please note that Registration is required for both Members and Non Members in order to participate in our webinar and will only be available until Thursday 9/15 at 9:00 am.

Member Registration:
Member:  Free, e-mail your full name to: [email protected]
RCHs:   2 Units

Speaker:  Victoria Huff is the Events Analyst for the Unclaimed Property Division (UPD) of the State Controller’s Office. She and the other members of UPD’s Outreach and Compliance Unit provide education about California’s unclaimed property program and reporting requirements for businesses.

OCCAPA: Network. Learn. Succeed.