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Lunch & Learn: Swipe Left on the (State) Mandate: Finding Your Business's Perfect Match

August 27, 2026 12:00 PM - 1:00 PM (PDT)

Description

Keith Cattaneo is an experienced retirement plan professional who helps employers, advisors, and institutional clients design and manage qualified retirement plans that support both organizational goals and employee financial wellness. With deep expertise in 401(k), 403(b), and other defined contribution plans, he provides practical guidance on plan design, investment oversight, fiduciary best practices, and participant outcomes. Passionate about improving retirement readiness, Keith is focused on helping organizations create stronger retirement programs that drive meaningful outcomes for both employers and their employees.

Free for members | $15 for non-members.



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Contact Information

Name: Danyelle Kjellesvig
Email: danyelle@gilroy.org
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