Coffee and (k) Plans Video Series

Krista and Renee, our Retirement Plan Specialists, created this monthly breakfast series to help educate plan administrators and trustees on their key roles and responsibilities in managing the company-sponsored 401(k) plan. Our monthly morning sessions provide you insights and education that will help you run your 401(k) plan more efficiently while also having a little caffeine and fun! If you would like to be added to our invite list, please email Krista at

Coffee & (K) Plans - Target Date Fund Crash Course with Matt Giovinazzo

Instead of a live session, July’s Coffee & (K) Plans is a video interview of Matt Giovinazzo, an expert in Target Date Funds. Hear about the evolution of target date funds and why they have become such a popular choice for participants. Beware! Not all target date fund series are not “one size fits all”. Do you have the right tdf series in your plan?

How much does your plan really cost?

Krista and Renee talk about the true cost of a 401(k) plan in this post-Coffee & (k) Plans wrap up.

The “F” Word…Fiduciary

Krista talks about all things fiduciary in this summary of May’s Coffee & (K) Plans.

“Who’s Who and What’s What in 401(k) Plans”

A recap of our first Coffee & (k) Plans session that was a broad overview touching on key roles and responsibilities for those involved in managing their company's 401(k) plan.