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Why Proper Compensation Setup is Essential for Retirement Plan Compliance
December 16, 2024Properly defining compensation is a critical but often overlooked aspect of retirement plan management. In our latest 401(k)ompass episode, Lindsay…VIDEO | Common Compensation Errors in Retirement Plans
December 9, 2024Welcome to 401(k)ompass, a series of two-minute videos to help you manage your 401(k) more effectively by addressing current issues…Strengthening Talent Attraction with Non-Qualified Deferred Compensation Plans
November 25, 2024Attracting and retaining the right employees remains a priority for many organizations. In our latest 401(k)ompass episode, Renn Williams shares…VIDEO | Non-Qualified Deferred Compensation Plans
November 13, 2024Welcome to 401(k)ompass, a series of two-minute videos to help you manage your 401(k) more effectively by addressing current issues and…Lindsay Luketic and Lisa Pettis Named MVPs on NAPA’s 2024 Top Women of Excellence List
October 25, 2024We’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…Advo(k)ate & J.P. Morgan | Webinar Replay: Ballots, Bulls, and Bears: Investing Beyond the Vote
October 23, 2024Advo(k)ate Advisors' recent webinar, Ballots, Bulls, and Bears: Investing Beyond the Vote, presented in partnership with J.P. Morgan, walked through…Avoiding Costly Mistakes in 401(k) Plan Administration: Tips for Employers
October 21, 2024Avoiding Costly Mistakes in 401(k) Plan Administration: Tips for Employers Overseeing a 401(k) plan requires careful attention to detail, as…Video | How to Avoid Loan and Compliance Issues in Your 401(k) Plan Administration
October 7, 2024Welcome to 401(k)ompass, a series of two-minute videos to help you manage your 401(k) more effectively by addressing current issues and…Lisa and Lindsay Nominated for 2024 NAPA Top Women of Excellence
September 30, 2024We proudly announce that Lisa Pettis and Lindsay Luketic have been nominated for the 2024 NAPA Top Women of Excellence award, a…Minimizing Mistakes in 401(k) Plan Administration: Essential Strategies for Success
September 23, 2024Managing a 401(k) plan involves meticulous attention to detail; even small administrative errors can lead to costly corrections. In the…