Content Library

Social Security Essentials Webinar Replay: Avoid Pitfalls & Maximize Your Benefits

In case you missed it, our recent webinar, Social Security Essentials: Avoid Pitfalls, Maximize Your Benefits, is now available to watch on replay. Hosted by Renn…

Advo(k)ate Advisors Named Among Nation’s Top DC Advisor Teams

We’re proud to announce that Advo(k)ate Advisors has been recognized by the National Association of Plan Advisors (NAPA) as one of the Top DC Advisor…

Renn Williams Featured in U.S. News & World Report

Planning for retirement means making the right choices based on your career, income, and long-term goals. With so many options available, understanding the differences between…

Perfect Your Plan Design | Part 4: Is Your Loan Policy Effective?

This video is the final installment in our four-part series on Plan Design, focusing on how to create a well-structured loan policy within your retirement plan.…

Market Outlook 2025 Webinar Replay: Challenges and Opportunities with JP Morgan

Missed the live session? You can now watch the replay of our exclusive webinar featuring Stephanie Aliaga, Global Market Strategist from JP Morgan Asset Management.…

Perfect Your Plan Design | Part 3: Are Your Eligibility Provisions Effective?

The third part in our four-part series on Plan Design explores how to tailor your retirement plan to your workforce. In this episode, we’re turning our…