Twelve Points Named To List Of 2022 NAPA Top DC Advisor Teams
Twelve Points Partners With EBS
Second Quarter 2022 Review
First Quarter 2022 Review
Fourth Quarter 2021 Review
Third Quarter 2021 Review
Francesca Federico named one of NAPA’s Top Women Advisors
We are proud to announce that our very own Francesca Federico has been recognized by the National Association of Plan Advisors as one of the Top Women Advisors for 2020. Her talent and efforts earned her the level of “Captain”, one of only 50 to be recognized at this highest designation.
Francesca Federico Receives National Recognition
Twelve Points Retirement Advisors is proud to announce that Co-Founder and Principal, Francesca Federico, has been named to the National Association of Plan Advisors (NAPA) 2018 list of Top Women Advisors in the “All-Star” category. Launched in 2015, the list acknowledges a growing number of women who are making significant contributions to the retirement industry, as well as bringing excellence to the profession.
What Retirement Plan Sponsors Need to Know About Fees
A few months ago we met with a construction company with 25 employees to discuss their 401(k) as plan sponsors. During the discussion, they mentioned that their current recordkeeper cost was minimal. We asked for their annual fee disclosure statement and once they sent it over we started to analyze it.
Francesca Federico Achieves CkP Designation
Francesca Federico, Co-Founder and Principal of Twelve Points Retirement Advisors, has been designated as a Certified 401(k) Professional by The Retirement Advisor University in collaboration with the UCLA Anderson School of Management Executive Education.