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Past Events

October 26, 2016 - A CPA’s Guide to Cash Balance Plans

July 27, 2016 - Health Savings Account Webinar

March 23, 2016 - Terminating Defined Benefit Plans

February 18, 2016 - Cash Balance Plan Webinar

December 8, 2015 - Employee Stock Ownership Plans and Exit Planning/Business Planning

October 3, 2013 - Fifth Third Bank Innovation Series

November 6, 2012 - Maximize Tax Deductions With Cash Balance Plans

November 17, 2011 - 401(k): The Hidden Costs to Participants of High-Fee Funds In Your Portfolio

November 10, 2011 - How To Use Liability Driven Investing (LDI) To Achieve Better Pension Returns

November 8, 2011 - A Financial Advisor’s Guide to Cash Balance Retirement Plans

November 3, 2011 - 10 Questions to ask your 401(k) or 403(b) Vendor To Get Fee Transparency

October 27, 2011 - Breakdown: How A Vendor Hides Fees In Their “Free” 401(k)

October 13, 2011 - A Financial Advisor’s Guide to Cash Balance Retirement Plans

September 29, 2011 - Strategies To Lower Your Health Benefit Costs in 2012

September 22, 2011 - Are Your Healthcare Benefits Competitive in Indiana?

July 28, 2011 - The Impact of New 408(b)(2) Regulations For Your Company’s 401(k)

July 14, 2011 - 401(k)s Are Not Free: The Real Costs of A Defined Contribution Benefit

June 30, 2011 - Managing a Frozen Pension Plan – Should Your Strategy Change?

June 23, 2011 - High Pension Costs: When and Where is the Peak?

December 2, 2010 - Will Your Employees Retire On Time?

December 1, 2010 - How to Outsource Your Fiduciary Risk