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Book of the Month: April 2023

Book of the Month: April 2023

In the current influx of constant information and opinions, how do you embrace the chaos?  This month we are taking a look at how embracing feedback and openness to reconsider can you make you a better thinker, in our chosen Book of the Month. The chosen book for...
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...
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...
Meet the Team: Anthony Heisler

Meet the Team: Anthony Heisler

This week on our Meet the Team Q&A series we are focusing on one of our Plan Administrators, Anthony Heisler. 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 the profiles for...
Meet the Team: Eileen Lenahan

Meet the Team: Eileen Lenahan

This week on our Meet the Team Q&A series we are focusing on our Office Manager, Eileen Lenahan. 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 the profiles for Eileen and the...