May 21, 2019 Social Security Lunch & Learn - A Free Workshop

Together with the Social Security Administration and our sponsors, Pioneer and Fidelity, 401k Plan Professionals presents a Social Security 101 Lunch & Learn with Rhonda Whitenack. Join us and bring a friend for this free one-hour event. Panera will be served for lunch and you will walk away with a deeper understanding of the social security benefit. Please be sure to register using the button below. We hope to see you there.

Click play for more information about the event from our advisors Jessica Ballin & Gina Buchholz


We’d love to see you there. Please let us know if you have any questions

401k Plan Professionals Annual Summit: October 4, 2018

Our 6th Annual Summit is right around the corner. We are excited to see our partners and clients and share with you what we’ve learned during the last 12 months.

If you are a plan sponsor or know of a plan sponsor who would like to attend, we would love to have more guests to connect and share with. If you do plan to attend the Summit, please RSVP to Jessica.ballin@lpl.com by September 27th, 2018. We can’t wait to see you in October!

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2018 NAPA Young Gun Cover Story with award-recipient, Jessica Ballin

Jessica Ballin, principal at 401k Plan Professionals, earned a spot on NAPA's 2018 Top Retirement Plan Advisors Under 40 -- the "Young Guns".  She is featured on pages 37-40 in the cover story, which you can read and view in the PDF below.

Did you know? NAPA stands for the National Association for Plan Advisors. It is a trade association for retirement plan advisors and NAPA lobbies at the capital to ensure Congress does not limit the ability for Americans to save for Retirement. 

Note for viewing: You can enlarge the view to 'full screen' by clicking the square image that appears in the bottom right of the pane. You can also navigate left and right & zoom in and out as you move through the information.

Midyear Outlook 2018 from LPL Financial

LPL Financial published their midyear 2018 Outlook. This contains digestible information regarding the markets and more. 

The PDF below contains the full update. You can enlarge the view to 'full screen' by clicking the square image that appears in the bottom right of the pane. You can also navigate left and right & zoom in and out as you move through the information.

If you'd like the PDF for yourself, your plan participants, or someone else, please reach out and we will send it your way.