2021 401(k) Class (Advisor) Day 3: CyberChat
With cybercrimes on the rise, Definiti is one of the [...]
2021 401(k) Class (Advisor) Day 2: Hiring an ERISA 316 Fiduciary – What Does It Mean
It may seem like everyone has a 3(16) offering these [...]
2021 401(k) Class (Advisor) Day 2: 3(21) and 3(38) Fiduciary Services
Take a deeper dive into the other fiduciary services available [...]
2021 401(k) Class (Advisor) Day 1: Visualize Retirement
While it's important to make sure your clients are financially [...]
2021 401(k) Class (Advisor) Day 1: Taking Steps Toward a More Profitable Practice
Win and retain more plans with the art of the [...]
2021 401(k) Class (Advisor) Day 1: SECURE Act Tax Credits
The SECURE Act includes several tax credits for small business [...]
2020 401(k) Class Day 5: Is a Cash Balance Plan Right for You
Learn how certain business owners can benefit from adding a [...]
2020 401k Class Day 4: Mergers & Acquisitions – What it Means for Retirement Plans
Changes to your company structure, whether purchasing another company or [...]
2020 401(k) Class Day 4: Maximizing Plan Contributions
This class is geared toward ensuring business owners get the [...]
2020 401(k) Class Day 3: SECURE Act – How Your Plan May Be Affected
The SECURE Act is the most comprehensive piece of legislation [...]
