Articles & Commentary

Stay current with quick reads on retirement plan insights, market shifts, and emerging fiduciary trends and commentary — all in one place.
February 24, 2025

Perfect Your Plan Design | Part 3: Are Your Eligibility Provisions Effective?

The third part in our four-part series on Plan Design explores how to tailor your retirement plan to your workforce. In…
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February 17, 2025

Perfect Your Plan Design | Part 2: Automatic Force-Out—What to Know

Welcome to our second video in our four-part series on Plan Design. Effective plan design helps ensure your retirement plan meets…
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December 16, 2024

Why Proper Compensation Setup is Essential for Retirement Plan Compliance

Properly defining compensation is a critical but often overlooked aspect of retirement plan management. In our latest 401(k)ompass episode, Lindsay…
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November 25, 2024

Strengthening Talent Attraction with Non-Qualified Deferred Compensation Plans

Attracting and retaining the right employees remains a priority for many organizations. In our latest 401(k)ompass episode, Renn Williams shares…
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October 21, 2024

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…
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September 23, 2024

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…
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August 23, 2024

Overcoming 401(k) Plan Challenges: Key Strategies for Plan Sponsors

Managing a 401(k) plan comes with its share of complexities, and plan sponsors often encounter challenges that can affect both…
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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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  • 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.