Cheers to Savings: Wine Tasting & PEP Event

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!