Videos and Webcasts

PENTalk™ – Defined Benefit Plans Are Making a Comeback – Here’s Why
By Chuck Coldwell
SECURE 2.0: Reshaping the Retirement Landscape
By Richard Rausser
Understanding Your Retirement DNA
By Kate Blake
Defining Retirement Plan Compensation – Getting it Right
By Kate Blake
It’s Here! SECURE 2.0 Act of 2022
By Richard Rausser
What Makes a Plan Qualified
Fiduciary Best Practices for Plan Sponsors
By Richard Rausser
Defined Benefit Plan – Annual Actuarial Valuation and Plan Costs
By Chuck Coldwell
Making Sense of RMDs
By Richard Rausser
Taking Plan Design to New Heights
By Kate Blake
Annual Pension Nondiscrimination Testing What you need to know to have a strategy in place!
By Chuck Coldwell
Practical and Tactical Actions for Small Business Owners