6801 Cahaba Valley Road, Suite 206 Birmingham, AL 35242
June 30, 2025For many employees, the hardest part of saving for retirement isn't the money. It's the message. They're told to start…
June 13, 2025Financial wellness has taken center stage in 2025, but not all programs live up to the name. Welcome to 401(k)ompass,…
May 8, 2025The Right Way to Evaluate 401(k) Advisor Costs Welcome to 401(k)ompass, a series of two-minute videos to help you manage your…
April 22, 2025In case you missed it, our recent webinar, Social Security Essentials: Avoid Pitfalls, Maximize Your Benefits, is now available to watch…
April 10, 2025We're proud to announce that Advo(k)ate Advisors has been recognized by the National Association of Plan Advisors (NAPA) as one…
March 10, 2025Planning for retirement means making the right choices based on your career, income, and long-term goals. With so many options…
March 3, 2025This video is the final installment in our four-part series on Plan Design, focusing on how to create a well-structured loan…
February 24, 2025Missed the live session? You can now watch the replay of our exclusive webinar featuring Stephanie Aliaga, Global Market Strategist…
February 24, 2025The third part in our four-part series on Plan Design explores how to tailor your retirement plan to your workforce. In…
February 17, 2025Welcome to our second video in our four-part series on Plan Design. Effective plan design helps ensure your retirement plan meets…