5771 South Fort Apache Road Suite 130 Las Vegas, NV 89148

(702) 846-4015
joe@calderawealth.com

Our Mission and Vision

Our Mission

Provide affordable retirements plans to small and medium sized businesses, where every employee can save for retirement. 

Our Vision

Recognized for providing a retirement program that's easy to join, administer, and fosters retirement savings.

One of our primary goals is to develop a long-term, trusting relationship with you.

Our Process

Our Process

  1. Request a proposal
  2. Approve the proposal
  3. Provide census information and payroll contact
  4. Educate and enroll
  5. Confirm setup and contributions are satisfactory
  6. Enroll any new employees when enrollment date is reached
The Association Retirement Plan's History

The Association Retirement Plan's History

Vegas Chamber conducted a Request for Proposal Dec 21, 2018

US Department of Labor approved ARP on July 29, 2019

The Retirement Committee selected Caldera Wealth to become the advisor for the ARP on Aug 2, 2019

The SECURE Act eliminates the “One Bad Apple Rule” on Dec 20, 2019

The ARP accepted it first adopting employer effective Jan 1, 2020

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