Answers to Questions You May Have

Looking for something we haven’t covered here? Reach out.

Who should attend PSR events?

PSR programs are ideal for company owners, human resource professionals, and other executives who have authority over or responsibility for the management of their group retirement plan.

Are PSR programs really free?

Yes, our educational roundtable events are complimentary to attend. We are retirement plan advisors and believe strongly that plans that run better serve better. And that supports the communities we live in. We also think it’s a great way to meet and spend time with like-minded business owners and managers who care about doing this well.

Are these really roundtables?

Yes! Think of these programs as part educational lecture, part discussion group. The opportunity to learn from the real world experience of other plan sponsors is one of the opportunities attendees value most.

How long are PSR programs?

Foundation fiduciary training events are typically presented as full day programs. We also present topic-focused events as lunch programs. Please see individual event details for more.

May I reach out to you about looking at our company retirement plan?

Yes, of course. While our programs are not “infomercials,” we are dedicated retirement plan professionals and happy to review your plan and goals should you ask.

Register or sign up for invites

PSR program registration is complimentary. Seating is limited to encourage active participation.

Sign Up!

Grey circle