In early November, a group of HUB RPW advisors and team members gathered in Scottsdale, AZ for the 2025 PLANADVISER 360 Conference. This event brings together hundreds of retirement, wealth and insurance professionals to network, discuss pressing industry challenges...
Six HUB RPW advisors have been named to NAPA’s 2026 Aces: Top 100 Retirement Plan Advisors Under 40 list. We are proud to celebrate: Cameron Heger, Retirement Plan Advisor – Rockville, MD Blake Hiett, Assistant Vice President, Retirement Plan Advisor – Fort Worth,...
Nine HUB RPW members have been recognized by the National Association of Plan Advisors (NAPA) as 2025 Top Women of Excellence. We are proud to celebrate: Captains: Focused on growth of the organization and business. They are principals, leaders, owners and producing...
Three HUB RPW team members have been named to PLANADVISER’s inaugural Excellence in Operations award list! We are proud to celebrate: Zarah Bautista, Client Services Administrator (servicing Northbrook, IL and Mequon, WI) Erinn Metzger, Director of Operations and...
HUB RPW is proud to celebrate Alex Hsu for being named a PLANADVISER 2025 Emerging Leader! Alex is a Client Relationship Manager at HUB’s Bethesda, MD office. PLANADVISER’s Emerging Leaders program recognizes the next generation of leaders across the retirement plan...
In a recent PLANSPONSOR article titled How Close Are Plan Sponsors to Using AI for Plan Personalization?, HUB RPW’s Adam Sokolic and Matt Escalante shared their perspectives on how artificial intelligence (AI) is currently being used and its future potential for...
HUB recently released its 2025 Workforce Vitality Gap Index – a crucial report that sheds light on the evolving landscape of employee needs and the effectiveness of current benefit offerings. It reveals notable differences between what employers offer and what...
In a recent Q&A article on LinkedIn titled Kim Cochrane on Building a Better Retirement Plan to Help Stem Employee Fears of a Turbulent Market, Kim Cochrane, Director of Client Services at HUB RPW Rockville, shared her insights on ways to keep employees engaged...
In a recent Pensions & Investments article titled HUB Retirement President Sees Teachable Moment in Market Volatility, Joe DeNoyior, President of HUB RPW, is interviewed about what our firm is communicating to clients in the current market climate, and how our...
Chicago, June 9, 2025 – Hub International Limited (Hub), a leading global insurance brokerage and financial services firm, announced today that it has acquired the assets of Veripax Wealth Management, Inc. (VWM). Terms of the transaction were not disclosed. VWM is an...
Two HUB RPW clients have been named as finalists for PLANSPONSOR’s 2025 Plan Sponsor of the Year awards program. We are proud to celebrate: Montrose Environmental Group, Inc. Allan Dicks, Chief Financial Officer Finalist in the Corporate DC > $100M – $200M...
A group of HUB RPW representatives gathered in New York City for PLANADVISER’s 2025 Industry Leader Awards on May 15th. This annual awards night honors retirement plan advisors and the role they play in helping employers and workers achieve a secure and dignified...
Four HUB RPW teams have been named to Barron’s 2025 Top 100 Institutional Consulting Teams list. We are proud to celebrate our teams in: Location Key Advisors Team IC Assets ($BIL) Rank Louisville, KY Omar Hinojosa, Sasha Antskaitis, Todd Taylor 16 26 Denver, CO...
Chicago, May 8, 2025 – Hub International Limited (Hub), a leading global insurance brokerage and financial services firm, announced today that it has acquired the assets of Prestige Wealth Partners, LLC (Prestige Wealth Partners). Terms of the transaction were not...
Three HUB RPW Advisors have been recognized as Forbes 2025 Best-In-State Wealth Advisors. We are proud to celebrate: Dennis Bielik (Tulsa, OK) – recognized on Oklahoma’s Best-In-State list Reported Asset Summary: Team Assets (Custodied): $18.1B ...
Two HUB RPW advisors are speaking at the 2025 NAPA 401(k) Summit, taking place April 28-30th in Las Vegas, NV. This event is one of the premier conferences for retirement plan advisors across the nation. It brings together thousands of 401(k) industry professionals to...
HUB RPW and the HUB RPW Mid-Atlantic region have been named to the National Association of Plan Advisors (NAPA) 2025 Top DC Advisor Multi-Office Firms list. This list captures the defined contribution (DC) assets of an entire advisor firm or a multi-office...
15 HUB RPW Advisors have been named as PLANADVISER 2025 Top Retirement Plan Advisers. We are proud to celebrate: Kip Adams Fort Worth, TX Kim Cochrane Rockville, MD Patrick Jordan Cincinnati, OH Alex Assaley Bethesda, MD Kelli Davis Indianapolis, IN Jim...
Janine Moore, Senior Vice President and Retirement Practice Leader in Houston, TX, got the incredible opportunity to share her experiences and expertise on the Be More Than a Fiduciary Podcast. This podcast episode features Janine and Chelle O’Keefe, a seasoned HR...
17 HUB RPW teams have been named to the National Association of Plan Advisors (NAPA) Top DC Advisor Teams 2025 list. We are proud to celebrate our teams located in: Northbrook, IL Sacramento, CA San Clemente, CA Omaha, NE Glen Allen, VA Indianapolis, IN ...
Five HUB RPW Advisors have been named 2025 finalists for one of the industry’s most prestigious recognitions, the PLANADVISER Retirement Plan Adviser of the Year Award. The award is issued in six categories, and our HUB advisors have been recognized as finalists in...
Chicago, March 7, 2025 – Hub International Limited (Hub), a leading global insurance brokerage and financial services firm, has hired financial advisors Steven Glasgow and Jordan Sibler, and acquired their books of business. Terms of the transaction were not...
In a recent PLANADVISER article titled, “Advisers Giving Back: Kristi Baker” one of HUB RPW’s very own was featured for the work she’s been doing in her community with the nonprofit Same As U. Kristi Baker, Executive Vice President of the HUB RPW Indianapolis office,...
In a recent NAPA Net the Magazine article titled, “Client Engagement First Steps”, Mark Laughton adds his insight on the best ways to approach and get started with a new plan sponsor client. Getting started with a new plan sponsor client is always a little...
In a recent Construction Business Owner article, titled “Harnessing the Power of Supplemental Unemployment Benefit Plans”, Jeff Bennett shares what you need to know about supplemental unemployment benefit plans (SUB plans) and how they can encourage loyalty and...
Four HUB RPW advisors have been named to NAPA’s 2025 Aces: Top 100 Retirement Plan Advisors Under 40 list. We are proud to celebrate: Blake Hiett, Assistant Vice President, Retirement Plan Advisor – Fort Worth, TX Kris Maleski, Senior Financial Advisor – Rockville,...
In a recent PLANADVISER article, titled Hub Projects Compliance, Due Diligence, Well-Being Will Be Essential to Plan Success in 2025, Jim O’Shaughnessy discusses HUB’s 2025 Outlook report and what the predicted trends mean for employers and advisors. HUB’s 2025...
Four HUB RPW members have been recognized in PLANADVISER’s inaugural list of Emerging Leaders. We are proud to celebrate: Cameron Heger – Retirement Plan Advisor (Rockville, MD) Bri Ikerd – Retirement Plan Education Consultant Manager & Wealth...
14 HUB RPW members have been recognized by NAPA as 2024 Top Women of Excellence. We are proud to celebrate: Captains: Focused on growth of the organization and business. They are principals, leaders, owners and producing advisors. Kristi Baker, Indianapolis, IN Kim...
In the recent article titled Addressing Financial Wellness of Hourly QSR Workers HUB’s Matt Escalante and Chris Jamail addressed how financial insecurity in hourly employees is costing companies more than they realize. This article explores how employee financial...
In a recent Nuveen article titled Amplifying Advisor Voices with Social Media, Alex Assaley, managing director of retirement plans in the HUB Bethesda office, shared his thoughts and experiences on using social media to connect with prospects and clients. He discusses...
Chicago, October 7, 2024 – HUB International Limited (Hub), a leading full-service global insurance brokerage and financial services firm, announced today that it has acquired the firm of Creative Financial Strategies, LLC (Creative Financial Strategies). Terms...
Joe DeNoyior, President of HUB RPW, has been recognized as the CEO of the Year in the Retirement Plan Support Aggregators category at the 2024 WealthManagement.com Industry Awards (the “Wealthies”). Now in its 10th year, the WealthManagement.com Industry Awards is...
Chicago, Aug 8, 2024 – Hub International Limited (Hub), a leading full-service global insurance brokerage and financial services firm, announced today that it has acquired the assets of Clark 401k Consulting, LLC (Clark 401k Consulting). Terms of the transaction...
In an early 2024 PLANADVISER article titled ‘The Year It Comes Together’: Hub’s DeNoyior Talks 2024, Joe DeNoyior, President of HUB RPW, is interviewed about what our firm has slated for 2024 and how we intend to apply scale and deliver on our promises to our advisors...
