Content Library

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…

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…