Free Event:

January 21, 2026

How to Choose Your Small Business Retirement Plan Options

What if the retirement plan you offer could help lower your taxes, attract employees, and support your long-term goals all at the same time?

Join Pursuit’s Paola Garcia-Villari and the Alera Group’s Matthew Rockefeller as they walk you through all your small business retirement plan options! You’ll learn how to create the best retirement plan strategy, what tax credits are available to you, how to prepare for retirement plan changes in 2026, and more!

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You'll Learn:

checklist
How to optimize the retirement plan you offer to your team
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What your contribution limits and tax credits are
payment schedule
How to prepare for 2026 retirement plan changes and NYS mandate
Resources
How to follow retirement compliance rules

January 21, 2026

12:00 pm

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Meet Your Presenters

Paola Garcia-Villari
Managing Vice President, Business Advisory Services and Business Development Officer, Pursuit
Paola Garcia-Villari is responsible for overseeing and operating Pursuit’s Business Advisory Services (BAS) team. During her time with Pursuit, Paola has developed significant relationships with banks and referral partners and has helped thousands of small businesses obtain the capital they need to grow. Prior to Pursuit, Paola worked at NYC Business Solutions – Lower Manhattan as a Finance Account Manager and as Senior Loan Officer at Accion USA. Paola was born in Colombia and now lives in New York with her husband and their son, Lucas.
Matthew Rockefeller
Registered Investment Advisor, Alera Retirement Plan Services
Matthew Rockefeller lives in Fairport, NY, with his wife and three children. Matthew is passionate about retirement planning and helping people prepare for retirement, bringing more than 20 years of experiences working with retirement plans. Outside of work, he enjoys spending time with his family, golfing, traveling, and cheering on his Upstate New York sports teams.

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