Videos and Webcasts

The American Rescue Plan (ARP) Act of 2021
By Richard Rausser
The All New Pentegra OnLine
By Jose Ronquillo
The Retirement Plan Landscape – A Look Into the Future
By Richard Rausser
Cash Balance 101
By David Barrer
Additional Clarity on CARES Act Provisions
By Richard Rausser
Make The Shift to Automatic
By Jose Ronquillo
Coping with Market Volatility
By Ricardo Rodriguez
The CARES Act – What it Means for You, Your Retirement Plan, & Your Plan Participants
By Richard Rausser
Monetizing The SECURE Act
By Richard Rausser
CEFEX TPA Benefits to Advisor
CEFEX TPA Certification
CEFEX Benefits to a Plan Sponsor