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Cheers to Savings: Wine Tasting & PEP Event

May 2 @ 4:00 pm - 6:00 pm

Join 401k Extra, The Standard, and JP Morgan for an exclusive wine-tasting happy hour event at Café Vino, brought to you by our Retirement Services team. Get ready to indulge in fine wines, delectable appetizers, and innovative insights!

Featured Speaker:
Ted Schmelzle, JD, CIPP, Vice President of Standard Retirement Services

Ted will discuss a game-changer in 401(k) plans, Pooled Employer Plans (PEPs). Discover how PEPs are helping reshape the retirement plan landscape and empowering businesses to:

– Avoid the hassles and costs of an annual plan audit
– Potentially reduce significant amounts of fiduciary liability
– Streamline plan management
– Breathe easy with added administrative relief
– Access cost-saving economies of scale

Don’t miss this opportunity to elevate your retirement planning strategy and network with industry leaders. Spouses, partners, co-workers, and friends are more than welcome to join in the fun as well, reserve your spot now. We can’t wait to welcome you to an evening of enlightenment and enjoyment!


Café Vino
1200 S College Ave
Fort Collins, CO 80524
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