In a recent PLANADVISER article titled, “Advisers Giving Back: Kristi Baker” one of HUB RPW’s very...
Media Spotlight
Client Engagement First Steps – Tips from HUB Advisor Mark Laughton
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...
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Harnessing the Power of Supplemental Unemployment Benefit Plans with Prevailing Wage Specialist Jeff Bennett
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 Recognized as 2025 NAPA Aces: Top 100 Retirement Plan Advisors Under 40
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,...
HUB Projects Compliance, Due Diligence, Well-Being Will Be Essential to Plan Success in 2025
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 Team Members Recognized as 2024 PLANADVISER Emerging Leaders
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 Advisor...
14 HUB RPW Team Members Recognized as 2024 NAPA Top Women of Excellence
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...
403(b) Participation Rates Reach Record Highs, but Savings Results ‘Still Not Great’
In a recent article on PLANSPONSOR titled 403(b) Participation Rates Reach Record Highs, but Savings Results ‘Still Not Great’ Kim Cochrane, Director of Client Services for HUB Retirement and Wealth Management – Rockville, MD, shared her thoughts on 403(b) plan...
Taking Advantage of the Growing Importance of Financial Wellness
In a recent article on PLANADVISER titled Financial Wellness Moved From “Nice to Have” to Table Stakes, Matt Escalante, Senior Vice President and Senior Director of Institutional Investment Strategy at HUB RPW, shared his insights on the crucial role financial...
Addressing Financial Wellness of Hourly QSR Workers
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...
HUB’s Own ‘Social Media Expert’: How Alex Assaley is Using Social Media to Connect with Clients & Prospects
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...
Insights On the New Concept of Lifetime Income in the Retirement Space
In the recent article titled Lifetime income: from skepticism to adoption HUB’s Kim Cochrane and Jim O’ Shaughnessy got a chance to share their thoughts on the recent proliferation of guaranteed lifetime income products in the retirement and private wealth sector. ...