News & Events

Thank You for Joining Us for the SECURE Act Seminar!

The SECURE Act Has Passed! What Does It Change?

The SECURE Act Passed : Now What? – An Upcoming Breakfast Seminar

Pam Brooks selected by WiPN for the 2020 Board

Retirement Readiness Tools: Are Employees Engaged? by Shaun D. Cox, AIF®

David Kulchar Leads a Session on Measuring Fiduciary Responsibility & Risk at BVU’s Nonprofit Leadership Summit

Michael Gheen and David Kulchar have been named to the 2019 edition of the Financial Times 401 Top Retirement Advisers

Sarah Majeski Featured in NAPA Net’s Cover Story

By Maria Stenina Sarah Majeski was recently featured in NAPA Net’s “If I Knew Then What I Know Now : Nine Lessons Learned from Nine of This Year’s Top Young Retirement Advisors cover story. “I’ve been in the…

Deena Rini Panelist for Loopicon’s Building Teams and Processes for Scale in Toronto

By Maria Stenina You’d be hard-pressed to find someone more knowledgeable than Deena Rini, Vice President and Practice Leader of Retirement Plan Services,  when it comes to scaling and optimizing processes and workflows and streamlining teamwork. We are happy to…

The 401(k) Turns the Big 4-0 : Dave Kulchar in PLANSPONSOR Magazine

By Maria Stenina…