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News & Insights
May 5, 2026
In the News
Nicky Lipset joins the Bay Area Council Board
Congratulations to Nicky Lipset on her selection to serve on the Bay Area Council Board. In this role, she will help address key business challenges across the California San Francisco and South Bay regions, while supporting policy initiatives, regulatory reform, and important legislation.
May 1, 2026
In the News
Jun Wang, Kelly Pollard, and Michael Kaplan recognized as America’s Best in State CPAs | Forbes
Congratulations to Jun Wang, Kelly Pollard, and Michael Kaplan being named to Forbes’ America’s Best-in-State CPAs 2026 list.
April 24, 2026
Knowledge Center
Annuities as a benefit? Some employers are taking a look
Annuities have recently gained attention as an employee benefit because of changes in federal retirement law. But their use in workplace plans remains limited. The 68th Annual 401(k) Survey by the Plan Sponsor Council of America, published in late 2025, found that only 8.9% of respondents had an in-plan annuity for the 2024 plan year. […]
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