Description
Join SUM Financial Services Group for an overview of how today’s retirement plans can support both your business and your long-term financial goals.
This session is designed for business owners who want to better understand the range of retirement plan options available—from traditional 401(k) plans to profit sharing and cash balance strategies—and how each can be structured to fit different business needs.
We’ll explore:
- The key types of retirement plans available to businesses
- How different plan designs can benefit owners and employees
- Ways retirement plans can support growth, retention, and long-term planning
- Considerations when choosing or updating a plan
Whether you’re evaluating a new plan or revisiting an existing one, this presentation will provide a clear, practical overview to help you make more informed decisions.
Date and Time
Fri, Apr 24, 2026
8:00a - 9:00a MST
Location
2nd Floor Conference Room
The information in this presentation is not intended as authoritative guidance or tax or legal advice. You should consult your attorney or tax advisor for guidance on your specific situation. In no way does advisor assure that, by using the information provided, plan sponsor will be in compliance with ERISA regulations.
For plan sponsor use only – Not for use with the general public.