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  • Press Release
Kathy Peterson Recognized by NAPA as a 2024 Top Women of Excellence
  • Article
SECURE Act 2.0: 2025 Changes to 401(k) Catch-Up Contributions
  • Article
SECURE 2.0’s Section 110: Unpacking the New IRS Guidance on 401(k) Matching Contributions for Student Loan Payments
  • Article
SECURE Act 2.0: Enhancing Retirement Plans with Vital Domestic Violence Relief Provisions
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  • Article
401(k) Plan Forfeitures: A Developing Area of Litigation
Foggy Beach day with rocks, sand, mountains covered in green trees.
  • Press Release
Q+A with Kathy Peterson, CPFA™, AIF®, CRPC®
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  • Article
Safeguarding Retirement: Protecting Your Retirement Plan From Cybersecurity Threats
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  • Article
Harnessing the Viral Power of Short Videos for 401(k) Enlightenment
Aldrich Wealth Corporate Retirement Plan Team Group Photo holding a cake in Aldrich Wealth office in Lake Owego Oregon
  • Press Release
NAPA Recognizes Aldrich Wealth as Top DC Advisor Team
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  • Article
SECURE Act 2.0 and Updated DOL Audit Guidance
Purple sunrise over beach in the Pacific Northwest.
  • Press Release
Casey McKillip Recognized in NAPA’s Top 100 Advisors Under 40
Kathy Peterson presenting in bright lit conference room in Lake Oswego office location Lake
  • Press Release
NAPA Names Kathy Peterson one of the 2023 Top Women Advisors
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