Skip to main content
Skip to footer
Quick Reference:
6801 Cahaba Valley Road, Suite 206 Birmingham, AL 35242
Mon – Fri: 8:00am – 5:00pm
(659) 238-0010
About Us
Our Team
Core Differentiators
Content Library
Contact Us
About Us
Our Team
Core Differentiators
Content Library
Contact Us
Search
Category:
Uncategorized
Perfect Your Plan Design | Part I: Is Automatic Enrollment Right for Your Plan?
February 10, 2025
Welcome to part one of our four-part series on Plan Design, a complex yet essential aspect of managing a retirement plan.…
Introducing Our Plan Design Series: 4 Key Steps to Strengthen Your Retirement Plan
February 3, 2025
Retirement plans are more than a benefit—they're a tool to support your team and help your business thrive. But to…
Why Proper Compensation Setup is Essential for Retirement Plan Compliance
December 16, 2024
Properly defining compensation is a critical but often overlooked aspect of retirement plan management. In our latest 401(k)ompass episode, Lindsay…
VIDEO | Common Compensation Errors in Retirement Plans
December 9, 2024
Welcome to 401(k)ompass, a series of two-minute videos to help you manage your 401(k) more effectively by addressing current issues…
Strengthening Talent Attraction with Non-Qualified Deferred Compensation Plans
November 25, 2024
Attracting and retaining the right employees remains a priority for many organizations. In our latest 401(k)ompass episode, Renn Williams shares…
VIDEO | Non-Qualified Deferred Compensation Plans
November 13, 2024
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…
Lindsay Luketic and Lisa Pettis Named MVPs on NAPA’s 2024 Top Women of Excellence List
October 25, 2024
We’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…
Advo(k)ate & J.P. Morgan | Webinar Replay: Ballots, Bulls, and Bears: Investing Beyond the Vote
October 23, 2024
Advo(k)ate Advisors' recent webinar, Ballots, Bulls, and Bears: Investing Beyond the Vote, presented in partnership with J.P. Morgan, walked through…
Avoiding Costly Mistakes in 401(k) Plan Administration: Tips for Employers
October 21, 2024
Avoiding Costly Mistakes in 401(k) Plan Administration: Tips for Employers Overseeing a 401(k) plan requires careful attention to detail, as…
Video | How to Avoid Loan and Compliance Issues in Your 401(k) Plan Administration
October 7, 2024
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…
1
2
3
→