Participant Webinar: Automatic Enrollment in your Employer’s 401(k) Plan (Effective Jan 1, 2025)

Virtual Event

Welcome to our Webinar: Automatic Enrollment in your Employer’s 401(k) Plan (Effective Jan 1, 2025) Starting January 1, 2025, automatic enrollment in 401(k) plans will become a standard feature for many employees. You may have received a notification from us letting you know that you will be automatically enrolled in your employer’s 401k plan starting […]

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 differences and benefits of both types of accounts, helping participants make an informed decision about which account (or both) suits their needs best. Webinar Topics: […]

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.

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 Senior Vice President, Wealth Management Slavic401k

Mastering Financial Wellness: Unleashing Your Financial Potential (Webinar)

Virtual Event

In part five of our Financial Wellness webinar series, we focused on maximizing your financial health with different tricks and tips. We explained different options available when creating a financial plan that meet your financial goals. Whether it’s best practices for managing your financial accounts, credit-boosting tips, or rollover options, we’re here to help you […]

Financial Planning Webinar: Creating and Implementing a Financial Plan (Webinar)

Virtual Event

Part four of our Financial Wellness webinar series focused on the process to create and implement a financial plan. We discussed tips and best practices on how to create a full, holistic plan: incorporating the appropriate accounts and securities while tying in insurance, social security, and estate planning. View the webinar recording and slide deck […]

SECURE 2.0 Webinar: Retirement Plan Administration Changes and Regulatory Updates

Virtual Event

As part of our commitment to keeping you informed, we want to prepare you for the upcoming changes in retirement plan administration resulting from the new regulations under the Secure Act of 2019 and SECURE 2.0 Act. To assist you in navigating these regulatory changes, we are hosting a webinar to provide in-depth coverage of […]

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 insights and tools that will help you with your long-term goals. During the webinar, we discussed: Understanding the importance of retirement savings Different retirement savings […]

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 aid and 529 plans. View the webinar recording and download the slide deck.

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 score How to read your credit report Ways to improve your credit score Credit scores play a crucial role in determining your financial health and […]

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 Enhancement (SECURE) Act 2019. The legislation is making far-reaching changes to qualified retirement plans and includes a wide range of provisions intended to make saving […]

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