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Upcoming Webinars
CE – Practical and Tactical Actions for Small Business Owners
April 30, 2025 | 2:00 pm
CE – Implications of the Long-Term Part Time Employee Rules
May 14, 2025 | 2:00 pm
PENTalk™- IRS Communications: What They Mean and What You Need to Know
May 21, 2025 | 2:00 pm
CE – Taking Plan Design to New Heights
July 23, 2025 | 2:00 pm
PENTalk™
PENTalk™ – Retirement Trends to Watch in 2025
By Kate Blake
PENTalk™ – Form 5500 Season: What You Need to Know
PENTalk™ – Final DOL Investment Advice Fiduciary Rule Casts a Broader Fiduciary Net
PENTalk™ – Plan Sponsors’ Five Deadly Sins
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Continuing Education
Cybersecurity for Retirement Plans
By Kate Blake
Practical and Tactical Actions for Small Business Owners
By Mary Read
Cash Balance Plans: An Alternative for Small Businesses
By David Barrer
Implications of the Long-Term Part Time Employee Rules
By David Barrer
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CEFEX TPA Benefits to Advisor
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Podcasts
The 3(16) Fiduciary with Bruce Harrington of Pentegra
Reassigning Plan Administrator Risk
By Richard Rausser
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