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 | 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...
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...
by Feminella, Amy | Nov 10, 2022 | Credit Union Advisors, News, We are Newcleus
Watch Your Charitable Contribution Grow The CDA – It’s Not Magic Every year, credit unions miss out on contributing between $130 and $180 million to their communities and their favorite 501(c)3 charities. John Moreno, Director of Newcleus Credit Union Advisors,...
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...
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...
