Content Library

Why Proper Compensation Setup is Essential for Retirement Plan Compliance

Properly defining compensation is a critical but often overlooked aspect of retirement plan management. In our latest 401(k)ompass episode, Lindsay Luketic discusses why compensation errors…

VIDEO | Common Compensation Errors in Retirement Plans

Welcome to 401(k)ompass, a series of two-minute videos to help you manage your 401(k) more effectively by addressing current issues and challenges. It’s bonus season—are…

Strengthening Talent Attraction with Non-Qualified Deferred Compensation Plans

Attracting and retaining the right employees remains a priority for many organizations. In our latest 401(k)ompass episode, Renn Williams shares in just 2 minutes how…

VIDEO | Non-Qualified Deferred Compensation Plans

Welcome to 401(k)ompass, a series of two-minute videos to help you manage your 401(k) more effectively by addressing current issues and challenges. In this latest episode,…

Lindsay Luketic and Lisa Pettis Named MVPs on NAPA’s 2024 Top Women of Excellence List

We’re excited to share that Lindsay Luketic and Lisa Pettis have been named MVPs in the 2024 NAPA Top Women of Excellence awards. This recognition showcases their success as relationship…

Advo(k)ate & J.P. Morgan | Webinar Replay: Ballots, Bulls, and Bears: Investing Beyond the Vote

Advo(k)ate Advisors’ recent webinar, Ballots, Bulls, and Bears: Investing Beyond the Vote, presented in partnership with J.P. Morgan, walked through an in-depth analysis of the…