Lunch & Learn - VA Retirement Mandate

Navigating Virginia’s New Retirement Mandate

Virginia small businesses face a new state requirement under RetirePath Virginia, a state-sponsored retirement program. If your business has been open for at least two years and employs 5 or more individuals (including part-time workers), you are legally required to either register with the state's auto-IRA program or offer a qualified alternative retirement plan before the 2026 deadlines.

Join us for an informational workshop to learn exactly what is required of your business, how the state plan works, and your freedom of choice as an employer. While RetirePath is the state's default option, it is not your only path.

Representatives from our local Edward Jones offices will be present to discuss competitive alternative retirement strategies—such as SEPs, SIMPLE IRAs, and 401(k)s—that may offer better tax advantages and flexibility for your business and your team. Ensure your business stays compliant while choosing the plan that fits you best!