9 days left until #401kday. Sign up to participate today!
We're giving away $100 every hour on 401(k) Day to participants who agree to increase their deferral by 1% (and run 4.01 kilometers). https://www.401kdayrun.com #401kday #1percentchallenge
Prime Capital Retirement
Finanzdienstleistungen
Overland Park, Kansas 1,002 followers
Your comprehensive fiduciary partner.
Über uns
Prime Capital Retirement utilizes a team approach for each client, serving as an independent, unbiased fiduciary partner built on its foundation of in-house ERISA attorneys. Prime Capital Retirement focuses on plan health and participant outcomes by providing retirement plan sponsors with professional services that include participant education and enrollment services, professionally managed allocation portfolios, plan design review and maintenance and ERISA 3(38) and 3(21) fiduciary services. The goal is simple: To provide Plan Sponsors and participants meaningful professional services that have integrity at their core. The testimonials, statements, and opinions presented on our website are applicable to the individuals depicting them. These opinions are based on true experiences and each opinion is unique to each individual client. Results will vary and may not represent or duplicate another experience of another client. The testimonials were voluntarily provided and are not paid, nor were they provided free products, services, or any benefits in exchange for said statement. Advisory services offered through Prime Capital Investment Advisors, LLC. (PCIA), a Registered Investment Advisor. Prime Capital Investment Advisors doing business as Qualified Plan Advisors, “QPA.” 6201 College Blvd., Suite #150, Overland Park, KS 66211
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http://www.qualifiedplanadvisors.com
External link for Prime Capital Retirement
- Industrie
- Finanzdienstleistungen
- Größe des Unternehmens
- 51-200 Mitarbeiter
- Hauptsitz
- Overland Park, Kansas
- Typ
- In Privatbesitz
Standorte
Employees at Prime Capital Retirement
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Matt Brown, CFP® AIF®
Partner at Prime Capital Investment Advisors
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Scott Colangelo
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Robert Massa, ChFC, CEBS, AIF, CPFA, CHSA, NQPA
2023 Retirement Adviser of the Year!: Solving retirement for employers and employees across America, #401kguru, #theretirepro, #The4a(k)le
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Erin Fager
Retirement Plan Communications Consultant at Prime Capital Retirement
Aktualisierungen
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While 1% may seem small today, over time, it can significantly boost your retirement savings. The sooner you start, the better! It's never too early or late to grow your nest egg. If you have questions about your retirement account, call our office today! #RetirementSavings #LongTermGrowth
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It's #FiduciaryFriday and Michael Smoots, J.D., AIF® is discussing upcoming mandatory state retirement plans, the "crowding in" effect, and the advantages of multi-employer PEPs. Check it out below. ⤵ #PEP #retirement
Coming soon to small businesses owners: mandatory participation in a state administered retirement savings plan? That’s already true in 17 states. And there’s a study indicating that business owners are opting out, choosing to launch their own plan, whether 401k, SIMPLE, or otherwise. It’s a so called “crowding in” effect. While I’m not convinced these multi-employer PEPS are a great solution for all, I think they make sense for start-up 401k’s, especially when combined with 360 payroll integration. If you’re thinking about starting a retirement plan, you should reach out to a Prime Capital Retirement advisor to discuss options. #StateMandatedPlans #PEP #Fiduciary #FiduciaryFriday #FF082324
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Pop quiz! How many people in this picture do you know?
Wonderful couple of days w the Income America 🇺🇸 Team! Such a pleasure to focus on the benefits of #401k in-plan #retirementincome, because every participant deserves a #protectedretirement! Thank you to our hosts Tina Wilson, CFA Ken Munro Empower & to our powerful #retirement thought leaders Eric Krause, CFA Prime Capital Financial Maggie Younis, ERPA, CPC, QPA, QKA, TGPC, APA, APR Lincoln Financial Group Matthew Eickman, J.D. Fiduciary Law Center Rupa Athreya Cathy Marasco Nationwide Matthew Condos Michael Nelligan, CFA American Century Investments Ed Malone Kevin Eknaian Ginny Walker Caggiano Crackerjack Communications Jeffrey Rudloff Glenn Dial Larry McQuaid SS&C Technologies Richard Luchinsky Scott Colangelo Prime Capital Retirement our fabulous photographer Cynthia Chappell Deal & John Geli Jacqueline Rynn Ryan Grosdidier Marcy Ross Krisha Newham Nicole L. #fiduciary #fintech #friends
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When Eric Krause, CFA and Matthew Wolniewicz, AIFA run into each other at the airport you get a buddy pic! #retirement #401k
Never know what you are going to see in the airport…first Brother Eric Krause, CFA Prime Capital Financial Prime Capital Retirement & then Ashley & Bryan Burke Federated Hermes #Chicago #401k #wealthmanagement Income America 🇺🇸
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Happy #FiduciaryFriday! Michael Smoots, J.D., AIF® is talking about important updates, including the new Super Catch Up provisions. Don’t miss out on these key insights! Check it out below. ⤵
Did you catch this quarter’s Attorney Talk with Matthew Eickman, J.D., Scott Liggett, J.D., AIF®, Charles Smith, J.D., LL.M. and me? If not, ask your Prime Capital Retirement advisor for access to the recording. Topics ranged from the Super Catch Up for ages 60-63, starting next year, to optional distributions that record keepers are making available under Secure 2.0. There was also extensive discussion of ERISA litigation and the new regulatory landscape with Chevron’s demise. The application of Loper Bright extends far beyond ERISA, of course. And here’s a quip in that regard: if you want to go boating with your buddy, it’s nice to offer to help cover the cost of the gas. #401k #ERISA #AttorneyTalk #Fiduciary #FiduciaryFriday #FF081624
The Demise of ‘Chevron’ Deference | New York Law Journal
law.com
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Don't miss out on this great discussion on September 9th in Boston. #retirementincome #401k #retirement
Please join us on September 9th in #Boston https://lnkd.in/gHFj844V for a discussion about "Income as an Outcome" hosted by our friends Fidelity Investments at 245 Summer Street. Can't wait to join Ami Hindia, CRPS®,C(k)P® Kristal A. Mason Stacey Tovrov BlackRock Scott Colangelo Prime Capital Financial & Cathy Marasco Nationwide for a discussion about how to help #401k participants solve what Bill Sharpe calls the "nastiest, hardest problem in finance" -- translating their hard-earned #retirment savings into #retirementincome. The advisor session is 10:30 am - 11:30 am with an optional lunch to follow, and the plan sponsor session is 2 pm - 3 pm. Tyler Neenan, CFP®, C(k)P® Kevin Eknaian Maggie Younis, ERPA, CPC, QPA, QKA, TGPC, APA, APR Ryan Grosdidier #retirmentincome
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Small steps, big impact! National 401(k) Day is just around the corner—it's the perfect time to review your retirement accounts and ensure you're on track for the future. Boosting your contributions by just 1% can make a significant difference in the long run. Secure your future with this simple adjustment today! #RetirementPlanning #FinancialFuture
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#Congratulations to our very own Christopher T. Roper, AIF® for being named one of Advisor Today’s 4 Under 40 Winners for 2024! Get more details on this award here! #financialservices #NAIFA
Winovich, Tostado, Scott, and Roper Named Advisor Today’s 4 Under 40 Winners for 2024
at.naifa.org
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Our #ERISA Attorneys are ready to tackle your #retirement plan priorities tomorrow at1:00 PM CDT. From Secure 2.0 provisions to navigating recent Supreme Court decisions, this session promises valuable perspectives and solutions. Register now to secure your spot:https://hubs.li/Q02Jjd4T0
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