SECURE 2.0 Act Webinar

Virtual Event

The SECURE 2.0 Act of 2022 became a law on December 29, 2022, and is intended to build on the provisions made by the Setting Every Community Up for Retirement […]

Credit Scores: More Than Just a Number (Webinar)

Virtual Event

As part of our Financial Wellness Series, our first session was focused on understanding and managing your credit. During the webinar, we discussed: The importance of maintaining a good credit […]

Saving and Paying for College (Webinar)

Virtual Event

Are you planning to help your children or grandchildren with their college tuition expenses? Part two of our Financial Wellness series discussed saving and paying for college, student loans, financial […]

Saving for Retirement 101 (Webinar)

Virtual Event

Part three of our Financial Wellness webinar series was about saving for retirement. Whether you are ahead of the curve with savings, or getting a late start, this webinar provides […]

Year End Financial Planning: Taxes and Retirement (Webinar)

Virtual Event

This webinar discussed best practices to follow for year-end financial planning, including: recommendations for tax filing preparations, year-end retirement contributions, plus more. View the webinar recording here. Speaker: David Herlihy […]

2024 Slavic401k Annual Conference

Opal Grand Resort 10 N. Ocean Blvd., Delray Beach, FL, United States

The Slavic401k Annual Conference brings together the brightest minds in the retirement savings and benefits for three educational days geared towards retirement plan compliance, SECURE Act 2.0 legislation, and how […]

Be Prepared for 2025 SECURE 2.0 Provisions

Virtual Event

As we prepare for the upcoming changes brought about by SECURE 2.0 provisions set to take effect in 2025, we want to ensure you're well-informed. Join us by registering for our upcoming webinar, where we will delve into the regulatory and operational considerations necessary for implementing these provisions in a timely and compliant manner.

Traditional vs. Roth 401(k): What’s the Difference?

Virtual Event

Do you know the difference between a traditional vs. Roth 401(k)? If not, you’re not alone—it’s one of the most common questions we receive. Join us and we’ll explain the […]

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