Janine Moore, Senior Vice President and Retirement Practice Leader in Houston, TX, got the...
17 HUB RPW Offices Recognized as 2025 NAPA Top DC Advisor Teams
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 ...
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Five HUB RPW Advisors Recognized as Finalists for PLANADVISER 2025 Retirement Plan Adviser of the Year Award
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...
Advisers Giving Back: Kristi Baker
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,...
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...
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...