top of page

Virtual Webinars with Our Experts

The Life Cycle of a Retirement Plan

The Life Cycle of a Retirement Plan

As your business grows, your retirement plan should grow with it. Whether you're just getting started, already offer a 401(k), or are looking for more advanced strategies to maximize retirement savings, understanding where your plan stands today can help you make smarter decisions for tomorrow. Join Timothy Hilterman, CFP®, CAP®, Chief Financial Planning Officer at Whitaker-Myers Wealth Managers, and Brian Smith of July on Monday, July 27, 2026, for a practical, educational webinar designed specifically for business owners. Together, they'll walk through the life cycle of a retirement plan—from startup solutions like SIMPLE IRAs to advanced strategies such as cash balance plans—and discuss the opportunities available as your business evolves. During this live webinar, you'll learn: How to identify where your retirement plan fits within your business's growth stage. Key items every business owner should review to ensure their current retirement plan is working as intended. When cash balance plans may become an attractive strategy for maximizing retirement savings. Recent retirement plan updates, including new Roth options available inside employer-sponsored plans. The new "super catch-up" contribution opportunities for individuals ages 60–63. How employer-sponsored retirement plans compare to state-mandated retirement programs. Whether you're evaluating your first retirement plan or looking to optimize an existing one, this session will provide clear, actionable insights without the confusing industry jargon or sales pitch.
bottom of page