by Feminella, Amy | Jan 19, 2023 | Bank advisors, Compensation Advisors, Insights, Non-Qualified Plan Advisors
GROUP TERM PLANS AND THE FEAR OF RESPONSIBILITIES, TIME, and….UNDERWRITING by Richard Pearson, Newcleus COO The following is only one strategy of many offered at Newcleus, but we find the plan type, general need, and context may be the most relatable for...
by Feminella, Amy | Jan 3, 2023 | News, Qualified Plan Advisors
SECURE 2.0 Last month, when Congress signed into law the omnibus spending bill “Consolidated Appropriations Act,” the expanded retirement planning provisions in SECURE 2.0 went into effect. Congress in essence voted in favor of expanding retirement coverage to...
by Feminella, Amy | Dec 21, 2022 | NewcleusGives, News, We are Newcleus
NewcleusGives Focuses on the Kids “This year we really focused on kids,” said Newcleus CEO Dan Barbaree. “It was something we all agree upon and support. Having the ability to support communities close to us and our clients is extremely important to our mission. It’s...
by Feminella, Amy | Dec 6, 2022 | Credit Union Advisors, NewcleusGives, We are Newcleus
Tacoma & Pierce County Credit Union (TAPCO CU) directed a $500 donation from NewcleusGives to Rebuilding Hope! Sexual Assault Center of Pierce County. At the MAXX, GoWest Annual Convention in Spokane, Washington, Newcleus Advisor Tedd Meyer had the privilege to...
by Feminella, Amy | Dec 6, 2022 | Bank advisors, Compensation Advisors, NewcleusGives, News, We are Newcleus
Newcleus named Great Place to Work® Second Year in a Row “We value innovation, integrity and a culture of giving and we are honored to be Great Place To Work® Certified™,” said Newcleus CEO Dan Barbaree. Great Place To Work® evaluates workplace culture, employee...
