You’ve outgrown the “we’ll figure it out later” stage.
A short guide for growing companies deciding whether, and how, to add a retirement plan, including what changed under SECURE 2.0.
Free · 7-page PDF · No pitch attached
This is probably for you if…
- You’ve crossed roughly 20 employees, and hiring hasn’t slowed down.
- You’ve brought on dedicated HR or Finance leadership for the first time.
- Your job postings mention “benefits” before your actual benefits package is fully defined.
What you’ll walk away with
What actually changed under SECURE 2.0 in 2025–2026, and who’s exempt
A plain comparison of a SIMPLE IRA, a Safe Harbor 401(k), and a standard 401(k) with auto-enrollment
The realistic timeline and effort involved. This isn’t a six-month HR project.
A straightforward way to figure out if now’s actually the right time
Send me the guide
Send the form and you can download it right away, with a copy in your inbox. No sales call required to read it.
Questions before the guide arrives? rboeck@retirementroadmapexperts.com
Educational content only. This is not legal, tax, or ERISA advice. Plan design, SECURE 2.0 exemption status, and the deadlines that apply are specific to each company and should be confirmed with a licensed retirement plan advisor or ERISA counsel before you act.
Rather just talk it through?
Book thirty minutes by Zoom and ask about your own company, before or after you read the guide.
No pitch, no pressure.