Benefits Before January: What to Set Up, Fix, or Skip for 2027

December 9 at 10 am PT | 1 pm ET

December is the most forgiving month of the year to make benefits decisions, and most small teams don't realize it. Until Dec 15, carriers relax the participation and contribution rules that usually make group plans hard for small companies to qualify for.

Whether you're setting up benefits for the first time or cleaning up what you already have, Terence and Lyndi will cover what to set up, fix, or skip before the new year. Terence has helped hundreds of founders through this exact moment.

You'll leave knowing:

• Which setup fits your team, based on its size and where people live
• How to handle state retirement and commuter benefit requirements
• The year-end checks that catch costly payroll and benefits mistakes
• What changes on January 1 and how to get ahead of it
• What can wait, including why Jan 1 isn't always the best start date

Can’t make it live? Register anyway and we’ll send you the recording.