• News and Insights
  • Careers
  • MINTS Portal
  • Join Our Newsletter
Newcleus
  • About Us
    • Who We Are
    • Who We Serve
    • Administration
    • Meet Our Team
  • Problems We Solve
  • Institutional Solutions
    • BOLI
    • Non-Qualified Deferred Compensation
    • COLI
    • ICOLI
    • 401(k)
    • Compensation
    • LINQS+
    • Titanium
    • SERP+
    • Administration
    • Credit Union Advisors
  • Contact Us
Select Page
NewcleusGives Focuses on the Kids

NewcleusGives Focuses on the Kids

by Feminella, Amy | Dec 21, 2022 | NewcleusGives, News, We are Newcleus

NewcleusGives Focuses on the Kids “This year we really focused on kids,” said Newcleus CEO Dan Barbaree. “It was something we all agree upon and support. Having the ability to support communities close to us and our clients is extremely important to our mission. It’s...
Newcleus named Great Place to Work® Second Year in a Row

Newcleus named Great Place to Work® Second Year in a Row

by Feminella, Amy | Dec 6, 2022 | Bank advisors, Compensation Advisors, NewcleusGives, News, We are Newcleus

Newcleus named Great Place to Work® Second Year in a Row “We value innovation, integrity and a culture of giving and we are honored to be Great Place To Work® Certified™,” said Newcleus CEO Dan Barbaree. Great Place To Work® evaluates workplace culture, employee...
Newcleus’ Anthony McCracken Named Top Retirement Plan Advisor

Newcleus’ Anthony McCracken Named Top Retirement Plan Advisor

by Feminella, Amy | Nov 18, 2022 | Bank advisors, Featured, News, Qualified Plan Advisors, We are Newcleus

Newcleus’ Anthony McCracken Named Top Retirement Plan Advisor  Anthony “Tony” McCracken, Newcleus Managing Director Qualified Plans, was named one of the NAPA “Aces” for 2023. These top 100 retirement plan advisors under 40 are widely seen as the future leaders of the...
Get to Know Terry O’Prey, Managing Director of Non-Qualified Services

Get to Know Terry O’Prey, Managing Director of Non-Qualified Services

by Feminella, Amy | May 22, 2022 | Bank advisors, Compensation Advisors, Insights

Optimistic, innovative, determined – these are the three words Terry O’Prey, Managing Director of Non-Qualified Services at Newcleus, uses to describe himself. We’ve decided to give you a little insight into the team at Newcleus and thought you’d enjoy...
Newcleus named Great Place to Work® Second Year in a Row

Newcleus, Recognized as a Great Place to Work,® Celebrates Outstanding Workplaces

by Feminella, Amy | May 18, 2022 | Bank advisors, Compensation Advisors, NewcleusGives, News, We are Newcleus

Newcleus, Recognized as a Great Place to Work,® Celebrates Outstanding Workplaces   May 17, 2021- Newtown, PA – Newcleus, the Newtown, PA-based compensation, benefit, investment and finance strategies advisor, is celebrating Certification Nation Day on May 17...
« Older Entries

Recent Posts

  • Is Your CFO a Flight Risk?
  • Credit Unions are Hot on the Bank M&A Trail
  • HSA Deductions Get a Boost
  • The Solution to the Retirement Income Gap
  • Easy Solutions to Your Failed Non-Discrimination Test 

Recent Comments

No comments to show.

267-291-2130

19 W. College Ave, Suite 500, Yardley, PA 19067

info@newcleus.com

  • Follow
Copyright © 2025 Newcleus

Privacy Policy

We use cookies to ensure that we give you the best experience on our website.Accept CookiesSecurity and Privacy Policy