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Upcoming Webinars
PENTalk™ – Cash Balance Plans – A Powerful Retirement Savings Strategy
October 29, 2024 | 2:00 pm
CE – Cash Balance Plans – An Alternative for Small Businesses
November 20, 2024 | 2:00 pm
CE – Practical and Tactical Actions for Small Business Owners
December 11, 2024 | 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
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Continuing Education
CE – Implications of the Long-Term Part Time Employee Rules
By David Barrer
Cybersecurity for Retirement Plans
By Kate Blake
SECURE Act 2.0: Reshaping the Retirement Landscape
CE – State-Sponsored Retirement Plans – An Overview
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CEFEX TPA Benefits to Advisor
CEFEX TPA Certification
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Reassigning Plan Administrator Risk
By Richard Rausser
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