Creative Planning Retirement Services

Congratulations to James "Quint" Hall, CFA, CPA, Managing Director at Creative Planning Retirement Services, on being named to the 2025 Aces: Top 100 Retirement Plan Advisors Under 40 list by the National Association of Plan Advisors! ? NAPA’s Top Retirement Plan Advisors Under 40 list is awarded each November, based on recent activity with no specified time period.

Congratulations to Ken Zarske, Managing Director at Creative Planning Retirement Services, on being named to the 2025 Aces: Top 100 Retirement Plan Advisors Under 40 list by the National Association of Plan Advisors! NAPA’s Top Retirement Plan Advisors Under 40 list is awarded each November, based on recent activity with no specified time period.

Following the 2024 election, plan sponsors should be aware of potential policy shifts that could affect retirement plans. Key areas include the upcoming expiration of provisions from the 2017 Tax Cuts and Jobs Act, possible adjustments to Social Security, and updates to fiduciary and ESG regulations. Staying informed on these developments will be essential for aligning plan offerings with regulatory changes and participant needs. https://bit.ly/3NXTZST

As we approach 2025, it's important for plan sponsors to stay informed about the new IRS limits that will impact retirement plan contributions. Understanding these updates can help you optimize plan design and enhance your employees' retirement readiness. ? Key changes include adjustments to contribution limits for 401(k), IRA and DB plans, as well as modifications to catch-up contributions. Click the link here to read the full article: https://bit.ly/3YMw7Yw #IRSLimits #RetirementPlanning #401k? ?

On the latest episode of 401(k) Roundtable, Rick Unser is joined by ClearBridge Investments’ Head of Economic and Market Strategy, Jeff Schulze, CFA, to explore the current forces shaping the economy and the future of business. Don’t miss their in-depth discussion on: ? The possibility of a soft landing for the economy ??The implications of inflation trends ??The impact of recent Federal Reserve decisions ??How political dynamics can influence business and investments strategies … and more! ???Listen Now Apple Podcasts: https://lnkd.in/dC4H8mkt Spotify: https://lnkd.in/d_cnhru6 Our website: https://lnkd.in/dWBkzkQ9

We're proud to announce that seven Creative Planning team members have been honored with the 2024 National Association of Plan Advisors Top Women of Excellence award. This recognition highlights the expertise and dedication to client service these individuals bring to the retirement services industry. Congratulations to Julie Babcock, Carly Bell, Sally Johnson, Mindy Marburger, Meredith Moore, Ashli Kennedy and Ana Ulicevic!

We’re thrilled to share that two of our outstanding Retirement Services team members have been nominated for the 2025 NAPA Top Young Retirement Plan Advisors award. Congratulations to Ken Zarske and James "Quint" Hall, CFA, CPA on their well-deserved nominations! We invite you to join us in celebrating this achievement by casting your vote here: https://lnkd.in/gFSYYyJf

Cyberattacks are becoming increasingly sophisticated and frequent, making cybersecurity a top priority for organizations of all sizes. While technology plays a crucial role in defense, human error remains a significant vulnerability. Everyone in your organization, from leadership to frontline employees, has a part to play in safeguarding your company's data. ? Our post highlights some essential tips to help you and your employees stay cyber-aware, but we also encourage you to check out:? ? The U.S. Department of Labor's key guidance on protecting retirement benefits from cyber risks. Learn more here: https://lnkd.in/gXeZg5jy. Our thoughts on how you can empower your team to mitigate cyber risks: https://lnkd.in/gnPvmRcU. #CybersecurityAwarenessMonth #Cybersecurity #BusinessSafety

We’re thrilled to introduce 401(k) Roundtable, a new podcast designed for retirement plan sponsors, fiduciaries, and committee members. In each episode, industry veteran Rick Unser, a CPRS Partner and Managing Director, hosts and engages with various guests to offer valuable insights and perspectives on running a successful retirement plan. ? In our debut episode, we celebrate ERISA’s 50th birthday by reflecting on how far we’ve come in 401(k) plan design strategies. We dive into Vanguard's latest "How America Saves" report. Joined by Jeff Clark, Jodi Downey SPHR SHRM-SCP, and Andrea Darrow, RPA, we explore innovations like automatic enrollment, Super Roth accounts, and strategies for managing distributions. Join us as we honor ERISA’s legacy and discuss the advancements that have shaped today’s retirement planning landscape. ?? Listen now on: Apple Podcasts: https://lnkd.in/gtqvgBWy Spotify: https://lnkd.in/g65_C5iW Our website: https://lnkd.in/gcnwRh7R

Has your organization’s retirement plan kept pace with the evolving landscape? As we continue to celebrate ERISA's 50th anniversary, let's explore how this landmark legislation has shaped the retirement landscape and what it means for your employees today. In this post, we'll delve into the past, present, and future of ERISA, discussing key provisions, challenges, and opportunities. Join us to discover a few ways in which you can ensure your organization’s retirement plan is positioned for success. #ERISA #retirementplan #retirementplanning