Retirement Plans, Inc.

Straight Talk Series

Straight Talk

Straight Talk keeps corporations and individuals informed on timely topics and market updates. It includes videos and flyers on various topics including:

Market Updates
Company Retirement Plan Cost Cutting Strategies
Timely Participant Content
Plan Optimization Recommendations

Plan Sponsor Academy

Reducing Corporate Retirement Plan Liability

Reviewing Your Corporate 401(k)

Reducing Corporate 401(k) Expenses

2020 CARES Act 401(k) Provisions

Utilizing the 401(k) for PPP Loan Forgiveness

Rehire 401(k) Eligibility Basics

401(k) Interim Non-Discrimination Testing

Financial Wellness Series

IRA Secrets You Should Know!

Married? Now What? Financial Planning as a Couple

Understanding Your Employer Benefits

Investment Fundamentals

Establishing & Improving Credit

Debt Management

Budgeting Basics

Fundamentals of Roth Style Investing and Roth Rollovers

Attend Our Future Seminars

As part of our Straight Talk Series, Retirement Plans, Inc. will be offering several lunch seminars from industry experts. These forums will cover a variety of topics, from Minimizing Your Tax Obligations to Bridging the Gap to Retirement. Many luncheons will also include continuing education credit for human resource and accounting professionals. If you are interested in attending one or more of these seminars, simply click on the register button of the event to register online.

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