Events
Upcoming Events Calendar

Elite Advisor Retreat
March 14, 2025 | 8:30 -11AM Virtual
Midwestern Securities Partner Only Event

Elite CEO Roundtable
March 17, 2025 | 8:30 -11AM Virtual
Midwestern Securities Partner Only Event

Benefit Builder
March 20, 2025 | 8 - 9AM or 12 - 1PM


More Ways to Roth: Free CE Course
March 26, 2025 | 12 - 1PM Virtual
Plan participants may have a new ability to treat employer contributions as designated Roth contributions within 401(k), 403(b) or governmental 457(b) plans, in addition to their own deferrals. If the plan permits, participants may elect to treat their vested employer contributions as a designated Roth matching or nonelective contributions in the year the amounts are allocated to their accounts. This process offers a strategy to reduce future required minimum distributions and create additional tax-free Roth distributions. The course overviews the trade-offs and considerations when making decisions concerning designated Roth contribution opportunities.
CE Offered:
- “Investments & Wealth Institute® has accepted “Roth Employer Contributions: More Ways to Roth” for 1 hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications.”
- “CFP Board has accepted “Roth Employer Contributions: More Ways to Roth” for 1 hour of CE credit towards the CFP® designation.”
- This program is valid for 1 PDCs toward SHRM-CP and SHRM-SCP recertification.
To be awarded the full credit hours, you must be present for the entire session, registering your attendance and departure in the webinar and answering all polling questions.
Participants will earn 1.0 CPE credit. Program is free.
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