Category

Commentary

Doug Andre joins Keel Point as Family Office Counsel

By Commentary, Keel Point News

Keel Point is excited to announce that Douglas Andre, the former tax and estate planning partner at Ivins, Phillips & Barker, has joined the firm’s Vienna, VA Keel Point office as Family Office Counsel. Andre will be responsible for providing technical support to the firm’s family wealth directors and family wealth administrators by collaborating with the team through Keel Point’s family office practice. He will offer legal and tax insights for the team, with a focus on technical tax and estate planning advice for Keel Point’s ultra-high net worth clients. “We are thrilled to welcome Doug to the Keel Point family….

Read More
401K Day

Six Common Mistakes to Avoid for 401(k) Success

By Commentary

As an Accredited Investment Fiduciary Analyst, Keel Point’s Director of Corporate Services, Scott Copeland, has advised 401(k) plans for more than 15 years. Working with Sponsors, Investment Committees, participants, and their families provides Scott a unique perspective.  For National 401(k) Day, he’s shared his take on the common mistakes that can sabotage a participant’s success.  Six Common Mistakes to Avoid for 401(k) Success 1. Don’t be vague or general This is the classic “I need to save for retirement” statement. It’s typically followed with “one day”.   Successful participants are more concrete in their goals.  Someone with an attitude like “I’m going to…

Read More