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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…
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…
October 21, 2024Avoiding Costly Mistakes in 401(k) Plan Administration: Tips for Employers Overseeing a 401(k) plan requires careful attention to detail, as…
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…
September 30, 2024We proudly announce that Lisa Pettis and Lindsay Luketic have been nominated for the 2024 NAPA Top Women of Excellence award, a…
September 23, 2024Managing a 401(k) plan involves meticulous attention to detail; even small administrative errors can lead to costly corrections. In the…
September 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 and…
August 23, 2024Managing a 401(k) plan comes with its share of complexities, and plan sponsors often encounter challenges that can affect both…
August 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…
July 29, 2024Compliance and plan oversight are vital to retirement planning. As individuals and companies work to secure a stable financial future,…