Join us Thursday, May 14 at 3 p.m. ET as Julie Fofana, ARPS, senior compliance manager at FiduciaryxChange, and Chloe Palmer, audit senior manager at Frazier & Deeter Advisory, LLC, break down the essentials of PEP audits. Sign up to learn more about navigating...
With our new AUTOMATE Compliance Bundle, you can simplify compliance workflows and save time on your most time-consuming compliance tasks. Join us Tuesday, April 21 at 2 p.m. ET to learn more about the features available within this bundle.
Ready to learn the basics? Join us Tuesday, April 28 at 2 p.m. ET for this 60-minute webinar designed for beginners to navigate the essentials of PensionPro. We'll walk through Tasks and Projects, using ToDos and Worktrays and customizing your User Preferences.
Join us Wednesday, April 29, at 2 p.m. ET for an engaging and timely 60-minute discussion as we welcome Jeremy Watts, business development director at Franklin Templeton, for a special presentation on the evolving advisor landscape in the age of artificial...
We are excited to announce that we will be heading to the Hilton West Palm Beach for our National Partner Conference, May 20-21, 2026! This conference is an exclusive gathering of retirement plan professionals and providers who partner with one of the businesses under...