Our latest Webinars
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WebinarLegalJuly 17, 2026
Webinar: Learn all about the Secure 2.0 Amendment!
Learn all about the Secure 2.0 Amendment from batch preparation and e-signing to learning the technical requirements. -
WebinarLegalJune 22, 2026
Managing DC compliance more efficiently with ftwilliam.com
This webinar replay shares tips to help you increase DC Compliance productivity, including how you can simplify repetitive tasks, improve visibility across plans, and manage work more efficiently across your book of business. -
WebinarLegalMay 20, 2026
Simplifying Health & Welfare compliance: A practical walkthrough
This webinar replay walks through practical ways to make Health & Welfare compliance easier to manage from start to finish. -
WebinarLegalFebruary 26, 2026
Turn retroactive plan Implementation into a strategic win
Join us for an insightful session led by industry experts as they walk you through how strategic plan design—401(k), Profit Sharing, and Cash Balance—can unlock significant deductions and strengthen retirement plans.