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Upcoming Webinars

PENTalk™ – Retirement Trends to Watch in 2025

January 22, 2025 | 2:00 pm

CE – Cybersecurity for Retirement Plans

February 12, 2025 | 2:00 pm

PENTalk™ – Mandatory Automatic Enrollment Under SECURE 2.0

February 26, 2025 | 2:00 pm

CE – Practical and Tactical Actions for Small Business Owners

April 30, 2025 | 2:00 pm

PENTalk™

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
PENTalk™ 3(16) Day Panel Discussion – Plan Sponsor Attitudes Towards Retirement Plan Management and Fiduciary Outsourcing

Continuing Education

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
Cybersecurity for Retirement Plans
By Kate Blake

Trending Topics

CEFEX TPA Benefits to Advisor

Podcasts

The 3(16) Fiduciary with Bruce Harrington of Pentegra

Reassigning Plan Administrator Risk
By Richard Rausser