On Thursday, December 5, 2024, we hosted an informative webinar designed specifically for small business owners looking to enhance their retirement planning. In this session, we explored various types of company-sponsored retirement plan options, including 401(k) and Cash Balance Plans with Lori Avila, Vice President of Retirement Plan Consulting at Benetech and Sharon Abbey, Wealth Advisor at XML Financial Group.

The presentation covered key comparisons of popular options and identified the types of businesses and owners that may find one option more appealing than the other.

Watch this webinar to gain valuable insights that can help secure your company's financial future!