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

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 Teams for 2025. Each year, NAPA highlights retirement plan advisor teams from across the country who are helping to strengthen the nation’s private retirement system. Unlike other industry lists, this recognition focuses specifically on firms with at least $100M in defined contribution (DC) assets under advisement in a single physical location. This year’s list features 431 teams representing 43 states and the District of Columbia. You can view the full list here. We’re honored to be…

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 retirement accounts can help individuals and businesses make informed decisions.  Renn Williams was recently featured in U.S. News & World Report, sharing insights on various retirement savings options, including solo 401(k), 403(b), 457(b), IRAs, and Health Savings Accounts (HSAs), outlining how each plan works and who may benefit from them. Renn addressed factors like tax benefits, contribution limits and administrative requirements, highlighting the importance of selecting a plan that aligns with both short- and long-term needs. …