Articles & Commentary

Stay current with quick reads on retirement plan insights, market shifts, and emerging fiduciary trends and commentary — all in one place.
July 29, 2024

The Importance of Utilizing Specialist Advisory Teams in Retirement Plans

Compliance and plan oversight are vital to retirement planning. As individuals and companies work to secure a stable financial future,…
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June 3, 2024

Strengthening Financial Wellness: Strategies for Effective Retirement Plan Management

In today's fast-paced world, planning for retirement is more crucial than ever. A well-structured retirement plan is not just a…
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May 9, 2024

Navigating Common Pitfalls: A Guide to Fiduciary Responsibility in Managing Your Company’s 401(k) Plan

As a firm specializing in managing retirement plans for 90+ companies, we recognize the numerous challenges that can impact your business and…
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May 1, 2024

Surging Credit Card Debt: Strategies for Plan Sponsors to Help Bolster Retirement Readiness

With U.S. credit card debt recently soaring to a record high of $1.08 trillion, retirement plan sponsors face a pivotal…
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May 1, 2024

Strategies for Maximizing Workplace Retirement Benefits

Considering that more than 40% of employers now match employee contributions to retirement plans, taking advantage of this opportunity is…
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May 1, 2024

7 Tips to Prepare You for Retirement

A secure and happy retirement requires careful planning and is a well-constructed process. Starting now will give you plenty of…
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May 1, 2024

The Gen X Savings Crisis: How Plan Sponsors Can Help

According to a December 2023 survey from Schroder’s, nearly half of non- retired Gen Xers, those born between 1965 and…
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May 1, 2024

Tax Tips to Maximize Retirement Savings

Retirement represents a major turning point in one's life. One factor that remains, regardless of this new chapter in your…
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May 1, 2024

Avoiding Social Media Pitfalls in Retirement Planning

Americans are increasingly getting financial and retirement planning guidance from social media, risking exposure to misinformation, harmful advice and outright…
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  • NAPA Top DC Advisor Teams

    The NAPA Top DC Advisor Teams list issued on March 18, 2025 for the 2025 year highlights retirement plan advisor firms that are in a single physical location, and have at least $100 million in DC assets under advisement.  The list is based on self-reported assets under advisement as of December 3, 2024. 433 teams were selected. No fee was paid for the nomination, receipt, or promotion of the award.  Third-party ratings are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. 

    NAPA Top Women of Excellence- MVP

    NAPA Top Women of Excellence – MVP award issued by National Association of Plan Advisors (NAPA) on October 20, 2025 for the 2025 Year was awarded to non-producing (possibly) licensed relationship managers primarily focused on managing relationships and the retention of clients.  The financial professional applied for the recognition.  Criteria used to determine the winner(s) includes information provided on a series of quantitative and qualitative questions on their experience and practice, as well as accomplishments, contributions to the industry, state of workplace retirement plans and the ways in which they give back.  Numerous people were considered for this honor and 110 were selected in the MVP category.  No fee was paid for the nomination, receipt, or promotion of the award.  Third-party ratings are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. 

    PLANADVISER Top Retirement Plan Advisers

    Advo(k)ate Advisors received the 2026 PLANADVISER Top Retirement Plan Adviser recognition. The adviser did not pay a fee to be considered.