Census season is always a busy and stressful time for TPAs. With SECURE 2.0 now in play, the workload feels even heavier. New requirements, higher fiduciary risks, and more back-and-forth with plan sponsors can make this season overwhelming. Missing even a small detail can create compliance headaches and extra work for your team.

That is why the Census Season Bootcamp Webinar on November 18, 2025 was created. It is a free, one-hour session designed to give you the clarity, tools, and confidence you need to handle census season with less stress and more control. Plus, you can earn 1.0 CE Credit (ASPPA/NIPA eligible) while you learn.

What You Will Learn

1. Clear Guidance on SECURE 2.0
Ilene Ferenczy of Ferenczy Benefits Law Center will explain exactly what SECURE 2.0 means for census season. She will cover topics like long-term part-time eligibility, Roth catch-up planning, and best practices for keeping sponsors informed. You will leave with a clear understanding of what is required and no guesswork.

2. Better Ways to Handle Payroll Data
Finch will share how payroll integrations simplify census data collection, reduce errors, and make tracking LTPT employee hours easier. They will also cover what to do when payroll APIs are not available so you can stay compliant without adding manual headaches.

3. Automation That Saves Time and Boosts Margins
Stax.ai will show how automation transforms census fire drills into proactive, streamlined workflows. From sending sponsor reminders to scrubbing census data and transmitting clean files, you will see how automation saves hours per plan while driving stronger margins.

Your Bonus: The Census Survival Kit

Every attendee will receive the Census Survival Kit, a set of resources you can put to use right away, including:

• A SECURE 2.0 quick guide with key deadlines and rules

• Ready-to-use sponsor reminder templates

• Payroll integration tips and fallback steps

• Census error checklist

Why This Bootcamp is Different

There are other year-end workshops happening, but many of them focus only on system updates or template changes. Those are helpful, but they do not address the full picture of what you need this census season.

The Census Season Bootcamp was designed to go further and make it easy for everyone to attend. It is completely free and held virtually, so you do not need to worry about travel costs, flights, or accommodations. You can join right from your desk and still get high-quality training and CE credit.

What makes this session stand out is that you will get:

• Legal expertise from one of the most respected ERISA attorneys in the industry

• Practical tools you can start using immediately with your clients

• Automation strategies that reduce bottlenecks and strengthen your margins

• 1.0 CE Credit to support your professional development

This is not just about learning a system. It is about building a smarter, stronger, and more accessible approach to census season.