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 by September 27th, 2018. We can’t wait to see you in October!

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