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Joe Gastaldi Joins Newcleus Retirement Advisors as Managing Director, Retirement Plans

Joe Gastaldi Joins Newcleus Retirement Advisors as Managing Director, Retirement Plans

by Feminella, Amy | Jan 23, 2023 | Bank advisors, Featured, News, We are Newcleus

Joe Gastaldi Joins Newcleus Retirement Advisors as Managing Director, Retirement Plans Newtown, PA — A certified fiduciary with over 36 years in the financial services industry, Joe Gastaldi, AIF®, C(k)P®, CBFA®, has joined the Newcleus Retirement Advisors team...
GROUP TERM PLANS AND THE FEAR OF RESPONSIBILITIES, TIME, and….UNDERWRITING

GROUP TERM PLANS AND THE FEAR OF RESPONSIBILITIES, TIME, and….UNDERWRITING

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...
Newcleus named Great Place to Work® Second Year in a Row

Newcleus named Great Place to Work® Second Year in a Row

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...
Newcleus’ Anthony McCracken Named Top Retirement Plan Advisor

Newcleus’ Anthony McCracken Named Top Retirement Plan Advisor

by Feminella, Amy | Nov 18, 2022 | Bank advisors, Featured, News, Qualified Plan Advisors, We are Newcleus

Newcleus’ Anthony McCracken Named Top Retirement Plan Advisor  Anthony “Tony” McCracken, Newcleus Managing Director Qualified Plans, was named one of the NAPA “Aces” for 2023. These top 100 retirement plan advisors under 40 are widely seen as the future leaders of the...
Strategic Plans Drive Change

Strategic Plans Drive Change

by Feminella, Amy | Oct 4, 2022 | Bank advisors, Compensation Advisors, Credit Union Advisors, News, Non-Qualified Plan Advisors, Qualified Plan Advisors

Strategic Plans Drive Change Clunky technology, lack of training and lawsuits were noted as industry challenges in a recent article about retirement plans and the state of the industry. On the other hand, the potential growth opportunities were glaring, particularly...
Is Your Advisor Compliance Savvy?

Is Your Advisor Compliance Savvy?

by Feminella, Amy | Oct 4, 2022 | Bank advisors, Compensation Advisors, Credit Union Advisors, News, Non-Qualified Plan Advisors, Qualified Plan Advisors

Is Your Advisor Compliance Savvy? Not all advisors are committed to making sure that your retirement 401(k) plan is on track and your process is up to date for the annual compliance report. Have they been available to walk you through the process and provide guidance...
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