Big congratulations to our incredible team for being named to the 2025 Top DC Advisor Team list by the National Association of Plan Advisors. This recognition highlights the top defined contribution (DC) advisor teams?across the country, all managing $100 million+ in assets under advisement.?NAPA’s lists continue to set the standard for excellence in the retirement plan industry, showcasing firms that are making a meaningful impact. Joe Gastaldi, AIF?,C(k)P? and Tony McCracken, CFP?, this is well-earned and well-deserved—congratulations! #RetirementPlanning #NAPA2025 #401(k)
Newcleus LLC
金融服务
Yardley,Pennsylvania 907 位关注者
The leading designer and administrator of compensation, benefit, investment and finance strategies.
关于我们
We are Newcleus - powering organizations as the leading designer and administrator of compensation, benefit, investment and finance strategies. Our personalized product selections, carrier solutions and talent retention programs are curated to optimize benefits and improve ROI.
- 网站
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https://www.newcleus.com
Newcleus LLC的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Yardley,Pennsylvania
- 类型
- 私人持股
- 创立
- 2018
- 领域
- FInancial Services、Compensation、Benefit Plans、Non-qualified benefits、Retainment、Banking、FInance、Thought Leadership、Financial marketplace、Education、Administration和Marketing
地点
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主要
19 W. College Ave.
Suite 500
US,Pennsylvania,Yardley,19067
Newcleus LLC员工
动态
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Newcleus is a proud sponsor of America's Credit Unions Governmental Affairs Conference 2025. This week, John Moreno, Tedd Meyer, and Robin Houston, CCP, CPSP are in Washington, DC to connect with industry leaders and lawmakers to improve the financial well-being of communities.
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45% of employees believe they will outlive their retirement savings. Find out how LINQS+ can provide them lifetime guaranteed retirement benefits?with less expense for you. Discover LINQS+. https://lnkd.in/gVbHEYGA
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