Offering Retirement Plan Options as Part of Your Benefits Package | Houston Center SBDC

9/27/2023
11:00 AM - 12:00 PM
Location: Houston Center SBDC, 1455 West Loop South, Suite 900, Houston, TX 77027

Registration is no longer available.

To stay competitive, business owners must provide benefits to attract, reward, and retain employees. Whether you are a sole proprietor or have numerous employees, you owe it to yourself to explore retirement plan options that can add value to your benefits package. You will leave this class with tools and information needed to narrow down your options, so you can have an informed conversation with your tax or financial professional.

Highlights:

  • Retirement plan types, rules, limits, and guidelines
  • Alternative options to ERISA plans
  • Secure Act and Secure Act 2.0
  • Customizing a plan for your business

This class is targeted to business owners with 1 to 50 employees who are interested in learning more about retirement plan options for their business.

 

Presenter:

Peter Acquaro, LUTCF, Financial Advisor, Gradient Securities

It is imperative to add sbdctraining@uh.edu to your approved senders' list to be able to receive event confirmations for SBDC events.

Please Note:

Each person attending an event must have their own account. Multiple people may not register under one account.

The SBDC reserves the right to cancel a class for insufficient enrollment, weather emergencies, and other unforeseen circumstances. Should a cancellation occur, we will use the email you provided to contact you.

Preregistration is highly recommended. If an event is canceled or postponed and you have not preregistered, we will not be able to contact you.

If you choose to register at the door, you will need your mobile device to complete your registration otherwise you will not be allowed to attend.

Satisfactory meeting room temperatures are difficult to maintain. Always bring a sweater or jacket to ensure comfort.

No children under the age of 16 are allowed in the workshop.

Only service animals allowed - If you need to bring a service animal with you to a workshop please contact us ahead of time.

Reasonable accommodations for persons with disabilities will be made if requested at least two weeks in advance. Contact the Houston Center SBDC at (713) 752-8488 for accommodations, or if you have questions about this class.

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