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 kkrupa@EpsteinFS.com.
Check out Charlie’s newest venture! In Business in Booths®, Charlie interviews local business owners and community leaders with a stylishness that will keep you entertained - right in the booth at Center Square Grill.
A video series, direct from Charlie Epstein, based on his book; Save America, Save! Secrets to a Successful 401(k) Plan. Charlie talks about valuable strategies you can implement to improve your 401(k) retirement plan and your employees’ retirement savings outcome.