Get your FREE months when you start today * Terms apply

Get your FREE months when you start today * Terms apply

Get your FREE months when you start today * Terms apply

Get your FREE months when you start today * Terms apply

Get your FREE months when you start today * Terms apply

Get your FREE months when you start today * Terms apply

Get your FREE months when you start today * Terms apply

Get your FREE months when you start today * Terms apply

Retirement Planning for Your Small Business:

Understanding Your Options
August 25, 2026 1:00 PM
ET
Location
Small business owners

No business is "too small" to offer a retirement plan, and setting up is likely simpler than you think. Join our webinar to learn how setting it up can become an advantage, for you, your business, and your employees — including options ahead of the October 1 Safe Harbor 401(k) deadline.

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Meet the speakers

Whether you're responding to state mandates, adjusting to business changes, planning your own retirement, or seeking ways to manage non-discrimination testing, you'll walk away with a practical understanding of your options, potential tax advantages, and more information to help you determine how a retirement plan could fit your business.

The session will cover common small business owner concerns.

Mike Albert
Retirement District Sales Manager at SurePayroll

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

Flavio Medeiros
Founder of Charter Financial Group of Carolina

Financial advisor helping small business owners approach retirement planning with purpose and perspective.

Discover plan options and next steps

How a retirement plan could fit your budget

Learn what drives the cost of a retirement plan, as well as potential tax credits for qualifying businesses.

How to take advantage of a Safe Harbor 401(k) plan before the October 1 deadline

Learn how a Safe Harbor 401(k) plan could help lower taxable income and may allow you to satisfy certain IRS non-discrimination testing requirements.

How to manage the work

Hear what adding a retirement plan could require, and options to help keep it manageable.

How to minimize compliance missteps

Learn which retirement plan options could help you satisfy current state-mandated retirement savings requirements.

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