Retirement plan options for small businesses

    The launch of MyCTSavings last year by the state comptroller’s office added a new spotlight on the importance of retirement planning as well as a mandate for Connecticut employers with five or more employees. But the state program is not your only option as a business owner. Learn more about small business retirement plan alternatives and how they can help you retain your best employees and compete for new ones, while showing your support for your staff’s long-term concerns, and potentially realizing tax savings for you as the owner.

    Jenny DeRosa Bergeron is the founding member of Athene Wealth Management. A 2019, 2020, 2021, 2022 and 2023 Five-Star Wealth Manager Award recipient, Jenny specializes in pre- and post-retirement planning, education planning, employee retirement plans, and insurance strategies. After graduating Phi Beta Kappa with her bachelor’s degree from Trinity College, Jenny obtained her Series 7 and 66 securities as plus her health, accident, and long-term care insurance licenses.

    Program handout to download