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Upcoming Webinars
CE – Taking Plan Design to New Heights
July 23, 2025 | 2:00 pm
CE – Understanding Your Retirement DNA
August 13, 2025 | 2:00 pm
CE – IPS Considerations for Today’s Defined Contribution Plans
October 15, 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
CE – 3(16) Fiduciary Outsourcing
By David Barrer
CE – Implications of the Long-Term Part Time Employee Rules
By Kate Blake
CE – Practical and Tactical Actions for Small Business Owners
By Mary Read
Cybersecurity for Retirement Plans
By Kate Blake
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Trending Topics
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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