Content Library

Video | How to Avoid Loan and Compliance Issues in Your 401(k) Plan Administration

Welcome to 401(k)ompass, a series of two-minute videos to help you manage your 401(k) more effectively by addressing current issues and challenges. In our latest installment,…

Lisa and Lindsay Nominated for 2024 NAPA Top Women of Excellence

We proudly announce that Lisa Pettis and Lindsay Luketic have been nominated for the 2024 NAPA Top Women of Excellence award, a prestigious recognition celebrating the most…

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 latest 401(k)ompass episode, Lindsay Luketic highlights two…

Video | Avoid Costly Missteps in Your 401(k) Plan Administration

Welcome to 401(k)ompass, a series of two-minute videos to help you manage your 401(k) more effectively by addressing current issues and challenges. Our latest installment features…

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 the efficiency and compliance of…

Video | Overcome 401(k) Challenges with Experienced Guidance

Welcome to 401(k)ompass, a series of two-minute videos to help you manage your 401(k) more effectively by addressing current issues and challenges. In this episode, Lisa…