About the Training Event

Many bookkeepers and accountants shy away from 401(k) discussions, thinking retirement planning is outside their scope or above their pay grade. But the truth is, you play a key role in helping small business clients take steps toward building stronger, more resilient teams—and that includes offering retirement benefits.

In this fireside chat, Heather Day Satterley is joined by Aaron Wilson from Human Interest to break down what you need to know to support your clients in choosing and managing 401(k) plans. You’ll walk away with the clarity and confidence to start meaningful conversations about retirement planning—without feeling like you need to be an expert.

Attend this interactive fireside chat with heather Satterley to:

  • Identify the key components and benefits of 401(k) plans relevant to small and mid-sized businesses.
  • Recognize the bookkeeper or accountant’s role in initiating and supporting client conversations about retirement planning.
  • Understand how to collaborate with third-party providers to help clients implement and manage 401(k) plans.