The SECURE ACT

Timely ERISA and Tax Updates

Timely ERISA and Tax Updates

Thank you for signing up to receive updates and timely details you need to know as an employer or HR specialists on the Secure Act. 

Look out for:

    -- Webinars coming soon with PHR CE Credits. 

    -- 2020 CFO/HR Symposium coming to LA and Ventura County 

    -- Local PIHRA Chapter speaking engagements

Or contact us for speaking engagements, individual consultations, 401(k) plan reviews, fee analysis, RFPs and much more.


We investing for your future.