This program will address a new popular transaction allowing for oversize transfers to a Roth account. It is based on the maximum contribution to defined contribution plans in accordance with IRC §415 which provides a maximum contribution for 2026 of $72,000 plus a catch-up contribution in a 401(k) plan of $8,000. We will address the plan provisions that must be in place to take advantage of this transaction and the process to establish the MEGA Roth. In addition, we will consider any compliance rules related to non-discrimination that must be followed.
This program summarizes the tax credits in SECURE 2.0 with examples and guidelines. Included in the material is the Start-Up Tax Credit, the auto-enroll tax credit, the employer contribution tax credit and the military spouse tax credit.
This program, in Parts I and II, will review over forty changes and additional provisions of SECURE 2.0 and guidance issued by the IRS over the last few years. Some of the changes are mandatory and some are at the discretion of the plan sponsor.
This program, in Parts I and II, will review over forty changes and additional provisions of SECURE 2.0 and guidance issued by the IRS over the last few years. Some of the changes are mandatory and some are at the discretion of the plan sponsor.
How an organization deals with gossip can mean the difference between growing and thriving, or disintegrating from within.
Chances are, you never planned to become a public speaker.
Today's leaders work with diverse personalities, backgrounds, and approaches every single day. Some team members thrive with clear direction and structure.
The transition from staff to "supervisor" can be daunting. You need to learn to thrive in a new supervisory role.
Delivering Difficult Performance Reviews Employee performance reviews are important for everyone, but when things are not going well, they are uncomfortable and difficult.
Core values are often introduced as statements that define what an organization stands for.
A practical, eye-opening session on how management, leadership and human resources functions professionals can safely and effectively use artificial intelligence to enhance productivity, improve employee experience, and reduce risk in 2026.
Writing performance reviews for difficult employees is one of the most uncomfortable responsibilities leaders face. Not because performance cannot be addressed, but because the process has been distorted by avoidance, misuse, and poor training.
A practical, insight-driven session designed for HR professionals who want to move beyond basics and strategically deploy AI in day-to-day operations while maintaining compliance, control, and credibility.
Accountability is often treated as a communication issue or a performance issue. Leaders are encouraged to be clearer, more direct, or more consistent in delivering expectations.
Understanding accounting and financial information is essential for effective decision-making across all areas of an organization.
Accounting forms the foundation of financial reporting and business operations, yet many professionals find it difficult to understand how accounting systems work and how financial information is generated.
HR professionals are increasingly expected to understand not only workforce management but also the financial implications of their decisions. From hiring and compensation to benefits and retention strategies, nearly every HR activity has a direct impact on organizational costs, budgeting, and overall financial performance.
The relationship between finance and HR is one of the most critical-and often overlooked-drivers of organizational performance, risk management, and compliance. While these functions traditionally operate independently, their decisions are deeply interconnected, particularly when it comes to workforce planning, compensation, benefits, and regulatory obligations.
Understanding financial statements is essential for effective decision-making, yet many professionals struggle to interpret and apply the information contained within them.
In today's fast-moving workplace environment, leaders are expected not only to deliver results they must also communicate with clarity, confidence, and impact.
