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How Partners Help Clients Get Retirement Right

The Mandate Conversation

August 27, 2026 1:00 PM

ET

Featuring Yossi Hettleman, SmartPay Payroll

More states now require small employers to offer retirement savings access — and most of your clients don't know it yet. Join SurePayroll By Paychex to learn what the mandates require, how partners bring a qualifying plan to clients, and what that looks like in practice.

Save Your Spot

Meet the speakers

Mike Albert

Retirement District Sales Manager at SurePayroll

Helps growing businesses understand retirement plan and tax‑advantaged savings options.

Yossi Hettleman

Owner, SmartPay Payroll, Lakewood, NJ

Provides small to mid-size businesses simple and affordable solutions for payroll, tax, HR, and benefits.

Jonathan Drews

Senior Customer Marketing Manager at SurePayroll

Leads marketing with our Accountant customer base.

Know the mandates before your clients ask

State retirement mandates are reaching more small employers every year — and their first call is to you. You'll walk away knowing which states require what, how a qualifying 401(k) satisfies the requirement, and how SurePayroll supports partners who bring the answer to their clients.

The session centers on a conversation with a partner who's done it.

What the mandates require

See which states have active requirements, the employee thresholds that trigger them, and the deadlines your clients face.

How a qualifying plan satisfies them

Learn how a qualifying 401(k) exempts employers from state program enrollment — and what else it gives their team.

How to raise it with clients

Hear how Yossi Hettleman turns mandate deadlines into natural, trusted client conversations.

How partners get supported

Understand how SurePayroll works with partners — including the partner incentive.

Learn about Sure401k plans

Get payroll for the real world—affordable, easy, fast.

Start in seconds—and check simple payroll off your list.