Description

Join us for an informative Business Education Series session focused on retirement planning options. This presentation will provide a brief overview of the new 401(k) rules taking effect in 2026, followed by a clear comparison of SEP IRAs and SIMPLE IRAs. Attendees will learn key differences between these plans, including eligibility, employer responsibilities, and potential benefits for both business owners and employees.

This session is especially valuable for small business owners and employees looking to better understand their retirement plan options and determine which approach may be the best fit for their organization. Whether you’re exploring a plan for the first time or reassessing your current setup, this workshop will offer practical insights to help you make informed decisions.

Sarah McCord is an Owner/Member CCO at Cardinal Capital Management, LLC. Cardinal Capital Management, LLC is a fee-based Registered Investment Advisor headquartered in Muncie, Indiana. Serving clients across the United States, the firm specializes in providing thoughtful, personalized guidance to help high-net-worth individuals navigate the full spectrum of their financial needs.