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Meet the Team: Matthew Robertson

Meet the Team: Matthew Robertson

We are continuing our Meet the Team Q&A series and this week we are focusing on Matthew Robertson one of our Client Service Representatives. Each week we will be giving the spotlight to an ADMIN team member allowing our community to get to know them better. Click...

Meet the Team: Jason Kaplan

Meet the Team: Jason Kaplan

We are continuing our Meet the Team Q&A series and this week we are focusing on Jason Kaplan TGPC, our Client Services Manager. Each week we will be giving the spotlight to an ADMIN team member allowing our community to get to know them better. Click below to see...

Meet the Team: Rose Hence

Meet the Team: Rose Hence

We are continuing our Meet the Team Q&A series and this week we are focusing on Rose Hence, our Senior Client Service Representative. Each week we will be giving the spotlight to an ADMIN team member allowing our community to get to know them better. She has...

Book of the Month: January 2023

Book of the Month: January 2023

Welcome back to Book of the Month and Happy New Year! Our chosen book for January is, "The 21 Irrefutable Laws of Leadership" by John C Maxwell. It is a new year, and a great opportunity to sharpen your leadership skills. John Maxwell goes over a multitude of "laws"...

Secure Act 2.0

Secure Act 2.0

As you may know, the legislation package known as SECURE 2.0 was signed into action by President Biden, at the end of 2022. There are changes that will affect how participants manage their retirement plan. There is a lot of information to go over, so we will be...

2023 Contribution Limits

2023 Contribution Limits

The IRS has released the a lot of new information for the upcoming year. This week we take a look at the new contribution limits and compare them to last year. These limits are extremely important to ensure your plan is compliant with IRS regulations. The contribution...

Meet the Team: Kathleen Martorelli

Meet the Team: Kathleen Martorelli

We are continuing our Meet the Team Q&A series and this week we are focusing on one of our Client Engagement Administrators. Each week we will be giving the spotlight to an ADMIN team member allowing our community to get to know them better. Kathleen has included...