CE: Step Into a PEP
February 6, 2026
Explore Pooled Employer Plans (PEPs)—what they are, how they work, and who they benefit. Learn about key roles, responsibilities, and read more
CE: Step Into a PEP
PENTalk™- Avoiding Pitfalls in 5500 Filings
February 24, 2026
Form 5500 season can be one of the most high-risk and high-opportunity times of the year for retirement plan advisors. read more
CE: Taking Plan Design to New Heights
April 27, 2026
Learn how to design effective qualified retirement plans that meet a plan sponsor’s objectives for the business and help improve read more