The Retirement Setup Most Small Businesses Fall Into by Accident
Date: 4/20/2026
Time: 11:00 AM - 12:00 PM (EDT)
Registration Deadline: 4/19/2026 5:00 PM (EDT)
Fee: No Fee
Point of Contact: Diane McFarland
Program Format: Online Meeting (Live)
Training Topics: Human Resources
Description:
This session is designed to help small business owners understand how retirement planning typically enters their business, often as a by-product of hiring, payroll setup, and compliance requirements rather than a deliberate decision. The presentation will walk attendees through: -how retirement planning is triggered in practice, -the difference between compliance mechanisms and intentionally designed retirement plans, -where state-facilitated programs fit within the broader retirement landscape, and -what key decisions often get deferred or overlooked at the outset. The core message is not that businesses make “bad” choices, but that important retirement decisions are frequently never made at all. Instead, default mechanisms and administrative processes quietly create a long-term setup that owners later discover doesn’t align with their growth, compensation, or talent goals. The intended outcome is increased awareness: attendees should leave understanding that retirement planning is not a single checkbox, that early decisions (or non-decisions) have lasting effects, and that informed planning preserves flexibility as a business grows. Presenter, Rob Roberts; Relationship Manager Scarborough Capital Management
Instructions: The log-on link will be provided in the registration confirmation email.
Registration Policies:
Registration and Fees: Payment of seminar fees may be made by check, money order or credit card. Payment must be received to guarantee your space in an event. You may receive special payment instructions by email once you register to the event
Refund Policy: If you wish to request a refund, please contact the conference organizer listed above to discuss. You may also elect to send a substitute in your place. If the event is cancelled, all fees will be returned.
Special Accommodations: In accordance with the American Disabilities Act and state law, you may request accommodations due to a disability by contacting the event organizer listed above. Advance notice may be necessary for some accommodations. Registration must be paid prior to accommodation requests.