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SECURE 2.0 ACT Workshop Webinars

SECURE 2.0 ACT Workshop Webinars

We are officially in the process of sending out invitations to our entire client list for our SECURE 2.0 ACT workshop webinars. This will be a great opportunity for our clients to learn more and ask questions about SECURE 2.0 ACT. The sessions will be hosted by Greg...
Webinars: New Date Added

Webinars: New Date Added

We have added a new date for our webinar series! We have added an additional date for our “ERISA 403(b) or ERISA 401(k)” webinar, where we will¬†explore the differences between 401(k) and 403(b) retirement plans so that you can better help clients know...
NAPA Conference 2023

NAPA Conference 2023

Last month our National Sales Manager, Greg Verna spent a few days networking with financial advisors at the NAPA (National Association of Plan Advisors) 401(k) Summit Conference in San Diego, CA. This conference held over two thousand financial professionals that...
Meet the Team: Ashley Mershon

Meet the Team: Ashley Mershon

We are concluding our Meet the Team Q&A series this week by focusing on Ashley Mershon, our Document Facilitator. Each week we have been giving the spotlight to an ADMIN team member allowing our community to get to know them better. Click below to see the profiles...
Meet the Team: Alison Ryan

Meet the Team: Alison Ryan

We are continuing our Meet the Team Q&A series and this week we are focusing on Alison Ryan, one of our Client Service Representatives. Each week we will be giving the spotlight to an ADMIN team member allowing our community to get to know them better.  ...