🔥The 9th Round of Easy Loan, Earn $40 Reward is in progress❗️ ⏰ Promotion Period: January 15th - Feburary 15th, 2025 👉 Register now and check more details at gate.io/campaigns/358

Wishing a very Happy New Year 2024 to our clients, members, staff, contractors, partners, suppliers, stakeholders, friends and family in the #401k #403b #457b #retirementplans #HCM and #payroll sectors

Celebrating #MLKDay2024 thanks to our clients, members, staff, contractors, business partners, suppliers, stakeholders, their clients, friends, and families.

Americans estimated their financial illiteracy cost them just over $1,500 per person in 2023, according to a new survey conducted by the National Financial Educators Council. buff.ly/4aW0yQk #financialliteracy #financialeducation

Pleased to announce the publication of "Perspectives on Retirement Plan Conversions!" tinyurl.com/yr7f5tdb to document best-practices service provider transition best practices for plan sponsors, advisors and providers #401k #403b #457b #retirementplans

Lively discussion on what makes some Advisor-HQ-TPA-Wholesaler-Partner RM-Client RM-AM partnerships more successful than others. Thanks Ilan D. Amir, Zach Golen of Broad Street Financial , and Neil Esterson The Legacy Group Inc #401k #403b #457b #retirementplans #advisors

On #Juneteenth, we celebrate freedom for all. #401k #403b #457b #409a #retirementplans

wishing all our clients, business partners, staff, contractors, and volunteers a Happy July 4th Holiday extended weekend! #401k #403b #457b #retirementplans #financialwellness

Enjoy a relaxing Labor Day Weekend! 😎 Thanks to our staff and contractors. Thanks to our clients, members, and business partners in and outside the Retirement Plans business.

Congratulations to the five 2024 EXCELSIOR Award-winning teams who will be honored at the September 24-26 meeting of the EACH Roundtable in Madison, WI. News release at lnkd.in/efj-TxtZ #401k #403b #retirementplans #service #award

RETIREMENT ADVISOR COUNCIL MEMBERS: TODAY IS ELECTION DAY - ADVISORS - INVESTMENT MANAGERS - SERVICE PROVIDERS #ElectionDay #401k #403b #457b #RetirementPlans

Happy Thanksgiving to our members, clients, supporters, staff, contractors, partners, friends and families. We are particularly grateful for our relationship with retirement plan investing trade groups and publications.

Conversion / Implementation RT members do not want to miss this session with Alex Richardson of Mercer and Max Denler of Alliant. Their views will challenge conventional thinking on timelines and payroll feed setup. #401k #403b #457b #retirementplan #transition #implementation

Wishing all members, clients, supporters, staff, contractors, suppliers, business partners, their friends and families a very Merry Christmas! 🎄 #HCM #HRIS #Payroll #401k #403b #457b #retirementplans #Christmas2025

Wishing all our clients, members, business partners, employees, contractors, suppliers and stakeholders a very successful 2025! #401k #403b #457b #Retirementplans #HCM #Payroll #HappyNewYear2025

Abigail Benham is going the distance to leave cancer behind. Please consider contributing to her fundraising efforts! emfdistancechallenge.org/s/584/6059/t

PUT is the Word of the Month for 03/25 lnkd.in/eZp3rNjd The series is an initiative of the Implementation Roundtable. The PERSPECTIVES learning program aims to demystify DC plan service provider transitions and to turn jargon into plain language. #401ktransitions

Register at lnkd.in/e74VXGMq for the Meeting of the EACH Roundtable - Implementation. Registrations open to Conversion / Implementation Team leads of #401k #403b #457b plan service providers.  Non-members can join or register for a fee. Agenda at lnkd.in/eDtvfMbE

Exceptionally productive ‘25 Meeting of the implementation Roundtable. Attendance up, engagement even better. 15 initiatives to implement between now and year-end 2025. We helped clients set the pace and leap ahead of the competition. #401ktransitions

On my way to the ⁦PLANADVISER⁩ awards dinner to receive the 2025 Vision award on behalf of ⁦Retirement Advisor⁩