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Upcoming Webinars
PENTalk™- Stop Carrying Fiduciary Risk Alone
January 21, 2026 | 2:00 pm
PENTalk™ – Compliance Confidence: Building Systems that Prevent Mistakes
February 11, 2026 | 2:00 pm
CE: 3(16) Fiduciary Outsourcing: Plan Sponsors and Advisors Embrace This Best Practice Trend
March 16, 2026 | 2:00 pm
PENTalk™
PENTalk™ – Final Quarter Focus Year End Moves to Prepare for 2026
403b Plan Restatement Requirements – Take Action Now
PENTalk™ – Mergers & Acquisitions: Retirement Plan Impacts & Considerations
PENTalk™ – Retirement Trends to Watch in 2025
By Kate Blake
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Continuing Education
SECURE 2.0: Update, Amendments, and Next Steps
IPS Considerations for Today’s Defined Contribution Plans
By Kate Blake
Understanding Your Retirement DNA
By Kate Blake
Taking Plan Design to New Heights
By Mary Read
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CEFEX TPA Benefits to Advisor
CEFEX TPA Certification
CEFEX Benefits to a Plan Sponsor
Podcasts
The 3(16) Fiduciary with Bruce Harrington of Pentegra
Reassigning Plan Administrator Risk
By Richard Rausser
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