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Meet the Team: Greg Verna

Meet the Team: Greg Verna

We are continuing our Meet the Team Q&A series with our National Sales and Client Engagement Manager, Greg Verna. This week’s Q&A even includes photos of Greg’s new puppy, Arlo and his gorgeous family! Each week we will be giving the spotlight to an...
Meet the Team: Rachel Pastorella

Meet the Team: Rachel Pastorella

We are continuing our Meet the Team Q&A series with our Head of Information Technology, Rachel Pastorella. This week’s Q&A even includes a candid photo of Rachel’s puppy, Reggie! Each week we will be giving the spotlight to an ADMIN team member...

Self Corrections

This week in our (b)informed series we are tackling the subject of self-correction. Making sure your plan documents are up-to date and compliant is extremely important. If the plans are not, self-correction can be a vital tool to remedy that for plan sponsors. The...
Back to School: Plan Check-In

Back to School: Plan Check-In

It is the beginning of a new school year, it is an exciting time for many. The beginning of something new is a great opportunity to check in on different aspects including your retirement plan. Plan sponsors let’s take a look at some important questions to see...