Our Events Archive
TPAs & Large Plan Audits
Looking for assistance with making large plan audits smoother for your clients (and therefore, you)? Join Chris Beckett and Todd Hallowell of Pension Assurance LLP for our next ProPass session! This session will equip you with a better understanding of the...
June Open Demo
Now is your chance to learn more about PensionPro! Please join us for a free open demo on June 16, 2022.
May Open Demo
Interested in learning more about PensionPro? Now's your chance! Please join us for a free open demo on May 24, 2022.
March Open Demo
Evolve the way you work. If you're interested in learning more about PensionPro, now's your chance! Please join us for a free open demo on March 17, 2022.
February Open Demo
Interested in learning more about PensionPro? Now's your chance! Please join us for a free open demo on February 17, 2022.
Ethics in Action with Ilene Ferenczy
Ethics Webinar Life is full of ethical questions and challenges and a considered ethical framework can help you to make the right choices when the time comes. This webinar will review the IRS practitioner requirements, coupled with fun (yes, really!) and interactive...
Ethics in Action with Ilene Ferenczy
Join us! Life is full of ethical questions and challenges and a considered ethical framework can help you to make the right choices when the time comes. This webinar will review the IRS practitioner requirements, coupled with fun (yes, really!) and interactive case...
Missing Participants & Distributions with Ilene Ferenczy
Missing participants have long plagued plan sponsors and Third Party Administrators. The U.S. Department of Labor recently shared some warning signs they look for on Form 5500s which indicate that a plan has a problem with missing participants. They also shared...
The CARES Act Applied (Session 2)
2020 has been filled with new legislation that affects the retirement plan industry. From the SECURE Act to the CARES Act don't miss TPA expert and ERISA Attorney Ilene Ferenczy explain how these changes affect your TPA compliance operations. These...
The CARES Act Applied (Session 1)
2020 has been filled with new legislation that affects the retirement plan industry. From the SECURE Act to the CARES Act don't miss TPA expert and ERISA Attorney Ilene Ferenczy explain how these changes affect your TPA compliance operations. These...
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