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!
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Date and Time
Thursday May 2, 2024
4:00 PM - 6:00 PM MDT
Location
Wine tasting and heavy appetizers will be free for all attendees - REGISTER NOW
Fees/Admission
Four different wines will be sampled, heavy appetizers will be provided to all attendees, and registration is free!!
