Advo(k)ate Advisors

Our latest 2-minute 401(k)ompass video is here! Derek Burrow covers two common issues: late loan repayments and missing annual deadlines. Learn how to prevent these problems before they affect your company’s 401(k) plan, and discover ways to streamline compliance. https://lnkd.in/ewhYSQzk #401k #planmanagement #retirementplanning #compliance

Are you staying ahead of common 401(k) compliance issues? In our latest 401(k)ompass episode, Derek Burrow breaks down two major challenges: participant loan administration and annual testing deadlines. Learn how to avoid costly errors by ensuring loan repayments stay on schedule and deadlines are met. Watch now to protect your 401(k) plan from unnecessary complications and penalties. https://lnkd.in/ewhYSQzk #401k #retirementplans #planmanagement

Don't miss the upcoming webinar hosted by Advo(k)ate Advisors and J.P. Morgan: "Ballots, Bulls, and Bears: Investing Beyond the Vote."   Tomorrow | October 1 | 12 PM EST   With election season in full swing, this webinar will provide a clear breakdown of the factors impacting market movements. Stay informed and prepare yourself for the months ahead.   Register and secure your spot here: https://lnkd.in/ejtr8-H6   If you have any questions you would like answered during the webinar, please send us a message!    #retirement #financialplanning #AdvokateAdvisors

We are incredibly proud to announce that Lisa Pettis and Lindsay Luketic have been nominated for the prestigious NAPA Women of Excellence award. This recognition highlights the outstanding impact they have made within our organization and the industry. For more information, please click on the link below. https://lnkd.in/geguUQaW

Are administrative errors draining your 401(k) plan's resources? Managing the intricacies of a 401(k) plan can be challenging, and our latest blog post sheds light on two crucial areas: payroll source withholding and vesting and eligibility tracking. By utilizing practical automation, you can simplify these processes and avoid costly mistakes. Partnering with the right tools and knowledge helps to ensure your plan runs efficiently. Start reading now to learn how to improve your 401(k) plan administration. https://lnkd.in/eVrq3ReG #401k #retirementplanning #automation

Register for an interesting discussion with Advo(k)ate Advisors and J.P. Morgan in our upcoming webinar: "Ballots, Bulls, and Bears: Investing Beyond the Vote." October 1 | 12 PM EST   As election season intensifies, understanding what influences market trends is more important than ever. This session will cut through the noise, separating facts from speculation to help you better understand the forces shaping the markets.   Register and secure your spot here: https://lnkd.in/ejtr8-H6 #retirement #financialplanning #AdvokateAdvisors

Our latest 2-minute 401(k)ompass guide is now available! Lindsay Luketic tackles two prevalent errors in retirement plan administration that could be impacting your company's bottom line: withholding from incorrect payroll sources and mismanaging vesting tracking. Learn how to configure your systems properly and discover automation options to sidestep these pitfalls. https://lnkd.in/eRFieAD7 #401kadministration #planmanagement #retirementplanning

Are administrative errors draining your 401(k) plan's resources? Our latest 401(k)ompass episode with Lindsay Luketic unveils two common mistakes that could lead to costly corrections. Discover the importance of accurate payroll source withholding and proper vesting and eligibility tracking. Lindsay shares valuable tips on leveraging automation to help prevent these errors. Watch now to streamline your plan administration and avoid unnecessary expenses. https://lnkd.in/eRFieAD7 #401k #planmanagement #retirementplanning

Join Advo(k)ate Advisors with J.P. Morgan for an insightful webinar: "Ballots, Bulls, and Bears: Investing Beyond the Vote." October 1 | 12 PM EST With election season heating up, everyone's speculating on market impacts. But what really drives the markets? Our experts will separate fact from fiction and discuss what truly influences market movements. Join us to uncover the real forces shaping the markets this election season. Register and secure your spot here: https://lnkd.in/ejtr8-H6 #retirement #financialplanning #AdvokateAdvisors

Effective 401(k) management involves strategic planning and proactive oversight. Dealing with personnel changes, record keeper transitions and corporate mergers or acquisitions can be challenging. Taking advantage of consulting services helps ensure your plan remains compliant, safeguards participants' interests and mitigates potential liabilities. Learn more about overcoming these challenges in our latest blog post: https://lnkd.in/eC8Ab4Y8 #retirementplanning #401k