Content Library

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…

Avoiding Costly Mistakes in 401(k) Plan Administration: Tips for Employers

Avoiding Costly Mistakes in 401(k) Plan Administration: Tips for Employers Overseeing a 401(k) plan requires careful attention to detail, as even minor missteps can lead…

Video | How to Avoid Loan and Compliance Issues in Your 401(k) Plan Administration

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 our latest installment,…

Lisa and Lindsay Nominated for 2024 NAPA Top Women of Excellence

We proudly announce that Lisa Pettis and Lindsay Luketic have been nominated for the 2024 NAPA Top Women of Excellence award, a prestigious recognition celebrating the most…

Minimizing Mistakes in 401(k) Plan Administration: Essential Strategies for Success

Managing a 401(k) plan involves meticulous attention to detail; even small administrative errors can lead to costly corrections. In the latest 401(k)ompass episode, Lindsay Luketic highlights two…

Video | Avoid Costly Missteps in Your 401(k) Plan Administration

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. Our latest installment features…