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 | 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 | May 22, 2022 | Bank advisors, Compensation Advisors, Insights
Optimistic, innovative, determined – these are the three words Terry O’Prey, Managing Director of Non-Qualified Services at Newcleus, uses to describe himself. We’ve decided to give you a little insight into the team at Newcleus and thought you’d enjoy...
