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) Seminar June Recap

Krista and Renee host their third Coffee & (K) seminar and announce some exciting plans for their upcoming session on July 18th.

Coffee & (k) Plans Live Seminar

The first seminar of our new Coffee & (K) Plans seminar series.

Coffee and (k) Plans - May Recap

Coffee and (k) Plans video series featuring May's seminar recap.