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Retirement planning for your small business

Understanding your options

March 12, 2026 1:00 PM

ET

Retirement plan specialists

No business is “too small” to offer a retirement plan, and getting started is likely simpler than you think. Join our webinar to learn how setting one up can become an advantage for you, your business, and your employees.

Now available on demand

Now available on demand

Watch the webinar for a practical overview of small business retirement plan options and the considerations that matter most to owners.

Meet the speakers

Flavio Medeiros

Founder of Charter Financial Group of Carolina

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

Pamela Cuneo

401(k) Team Lead, ePlan Services

Brings clarity to 401(k) and retirement savings plan options for business owners.

Mike Albert

Retirement district sales manager, SurePayroll

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

Discover plan options and simple next steps

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.
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The session will cover common small business owner concerns.

How a retirement plan could fit a small business budget

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

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.

How to encourage employee participation

Discover how owners can help employees understand the value of a retirement plan and why their participation can matter to their financial future.

‍Learn about Sure401k plans

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

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