IRS Correction Series - Presented by Brian Furgala, ERISA Attorney (4 Part Series)

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The Pros and Cons of Artificial Intelligence in the Financial Services Industry

Artificial Intelligence (AI) is a rapidly growing field with the potential to revolutionize the financial services industry. In recent years, AI has been used extensively in financial services to improve the customer experience, streamline operations, and identify fraud.

SECURE 2.0 Provides New Tools to Assist Plan Participants In Crisis

The primary goal of retirement plans is to provide income at retirement, but defined contribution plans have been permitted to make some distributions while participants are employed. The most common form of distribution to participants who are younger than age 59 ½…

Five Things You Need to Know When Switching Recordkeepers

There are few things more disruptive to the peace or clarity of a 401(k) plan than a switch in recordkeepers, even when the change is instigated by a regular, thoughtful, focused evaluation of the alternatives.

Protect Your Business With A Cyberattack Incident Response Plan

A cyberattack on your business is like a serious auto accident. It only happens to someone else – until it happens to you. Fortunately, several initiatives can help prevent or significantly reduce your organization’s chance of becoming a cyberattack victim.

Retirement’s Future

I’ve spent my entire career working with retirement plans, beginning with an internship my senior year of college. Looking back over that period of time, it’s remarkable how much has changed.

The Pros and Cons of Artificial Intelligence in the Financial Services Industry

Artificial Intelligence (AI) is a rapidly growing field with the potential to revolutionize the financial services industry. In recent years, AI has been used extensively in financial services to improve the customer experience, streamline operations, and identify fraud.

SECURE 2.0 Provides New Tools to Assist Plan Participants In Crisis

The primary goal of retirement plans is to provide income at retirement, but defined contribution plans have been permitted to make some distributions while participants are employed. The most common form of distribution to participants who are younger than age 59 ½…

Expert Series Webinars and Videos

Delivered by leading experts in their fields, these informative sessions will cover a wide range of retirement plan and business leadership topics.

IRS Correction Series – Presented by Brian Furgala, ERISA Attorney (4 Part Series)

IRS Correction Programs: Part I – Overview of EPCRS

EPCRS Self-Correction Program (SCP)

EPCRS Voluntary Correction Program (VCP)

EPCRS Audit Closing Agreement Program (Audit CAP)

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The Pros and Cons of Artificial Intelligence in the Financial Services Industry

SECURE 2.0 Provides New Tools to Assist Plan Participants In Crisis

Five Things You Need to Know When Switching Recordkeepers

Protect Your Business With A Cyberattack Incident Response Plan

Retirement’s Future

The Pros and Cons of Artificial Intelligence in the Financial Services Industry

SECURE 2.0 Provides New Tools to Assist Plan Participants In Crisis

PenChecks, Inc. Onboards New East Regional Director

PenChecks Statement on the Recent Activity in the Banking Sector

Five Things You Need to Know When Switching Recordkeepers

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