Webinar Details:

- Topic: Post-Q4 401(k) Participant “State of the Union” Educational Webinar
- Date: Tuesday, January 27, 2026
- Time: 12:00-1:00 PM EST
- Location: Microsoft Teams
- Meeting Link: https://bit.ly/4qi73E1

What We’ll Cover:

- 2025 year-end market recap and looking ahead to 2026
- New 2026 contribution limits and tax law changes
- Fresh start strategies: setting up for success in the new year
- Roth vs. Traditional considerations for 2026
- Portfolio rebalancing after year-end
- Live Q&A session

This webinar is open to participants from any 401(k) plan, making it a valuable resource for your business owner clients and their employees. No registration required—participants simply click the link to join.

Hosted by Adam San Juan, Retirement & Wealth Strategies and ABC IL member.