NAPA Recognizes Aldrich Wealth as Top DC Advisor Team
NAPA Recognizes Aldrich Wealth as Top DC Advisor Team LAKE OSWEGO, OR., MARCH 22, 2023– Aldrich Wealth is pleased to announce that the National Association of Plan Advisors (NAPA) recognized our Corporate Retirement Plans team as a Top Defined Contribution (DC) Advisor Team. Marking Aldrich Wealth’s fifth year of recognition, the list consists of the… Read more NAPA Recognizes Aldrich Wealth as Top DC Advisor Team
SECURE Act 2.0: Provisions for Corporate Retirement Plans
SECURE Act 2.0 – What We Know So Far If your company offers a retirement plan, you have probably already seen about 700+ marketing emails letting you know that the “SECURE Act 2.0” was signed into law on December 29th, 2022. The Act features 92 provisions and one thing to keep in mind as you… Read more SECURE Act 2.0: Provisions for Corporate Retirement Plans
Portland Business Journal Names Aldrich Wealth and Aldrich CPAs + Advisors as Most Admired Companies of 2022
LAKE OSWEGO, OR, DEC 16, 2022 — Aldrich is pleased to announce that Portland Business Journal named Aldrich CPAs + Advisors and Aldrich Wealth in Oregon’s Most Admired Companies of 2022. Aldrich CPAs + Advisors ranked 10th in the Law & Accounting category, marking their second consecutive year of recognition and third time overall. Celebrating their fourth consecutive year… Read more Portland Business Journal Names Aldrich Wealth and Aldrich CPAs + Advisors as Most Admired Companies of 2022
NAPA Recognizes Neil Plein and Casey McKillip as Top 100 Advisors Under 40
NAPA Recognizes Neil Plein and Casey McKillip as Top 100 Advisors Under 40 LAKE OSWEGO, ORE., NOVEMBER 28, 2022— Aldrich Wealth is pleased to share that the National Association of Plan Advisors (NAPA) included Neil Plein, Lead Retirement Plan Consultant, and Casey McKillip, Senior Retirement Plan Consultant, in its 2023 “Aces” list: Top 100 Retirement… Read more NAPA Recognizes Neil Plein and Casey McKillip as Top 100 Advisors Under 40
NAPA Names Heather Wonderly one of the 2022 Top Women Advisors
NAPA Names Aldrich Wealth’s Heather Wonderly one of the 2022 Top Women Advisors LAKE OSWEGO, OR, NOV 9, 2022— Aldrich Wealth is honored to announce that Heather Wonderly, Partner + Director of Corporate Retirement Plans, was recognized by the National Association of Plan Advisors as one of the 2022 Top Women Advisors. This is the third… Read more NAPA Names Heather Wonderly one of the 2022 Top Women Advisors
