PENTalk™- Avoiding Costly Penalties: Protecting Clients Before It’s Too Late
June 22, 2026
This webinar takes a practical look at the compliance issues that can create significant costs and challenges for retirement plan read more
PENTalk™- Avoiding Costly Penalties: Protecting Clients Before It’s Too Late
CE: Cash Balance Plans: An Alternative for Small Businesses
July 7, 2026
Explore how cash balance plans work, their benefits, and how they pair with 401(k)s. Learn to identify ideal candidates, start read more
CE: The 403(b) Market, Structure, and Players
July 6, 2026
This course covers 403(b) plan basics, eligibility, recent rule changes, and their impact on participants. It also explores governance best read more
CE: Implications of the Long-Term Part Time Employee Rules
June 3, 2026
LTPTE rules pose major compliance challenges for plan sponsors and providers. This session explains their impact on eligibility, vesting, testing, read more