OpenArc Corporate Advisory

09/03/2026

Behind every IVF treatment, adoption, or surrogacy journey is a story filled with hope, uncertainty, and important financial decisions.

Drawing on years of experience helping clients plan for the financial complexities of family-building, Ashley Abate, VP & Wealth Management Advisor at OpenArc, shares insights on the trust, planning, and tradeoffs that help people move forward with confidence.

Read more: https://www.openarccorporate.com/spotlight/blog/many-roads-one-goal-the-financial-and-emotional-realities-of-building-a-family/

09/02/2026

What is an Estate Plan? And why does it matter? Join the OpenArc Women's Affinity Group for a special seminar presented with Atlanta Wills + Trusts Law Group.

Estate planning is about more than paperwork — it's about protecting your wishes, your loved ones, and the assets you've worked hard to build. OpenArc and Attorney Amy M. Refeca will walk through wills, trusts, powers of attorney, healthcare directives, and other key considerations to help you plan with confidence.

Register now: https://openarccorporate.zoom.us/webinar/register/WN_gybVX3fPRIyyUW4AtwX8SA

08/28/2026

Overnight, everything changed for former NFL wide receiver Malcolm Mitchell. 🏈

Hear Malcolm share how he navigated the financial opportunities that came with his NFL career, built a plan for life after football, and turned his platform into the Share the Magic Foundation.

This testimonial was provided by a current client. No compensation was provided. This experience may not be representative of the experience of other clients and is not a guarantee of future results or success.

The information provided is for informational and educational purposes only. The information does not represent investment, legal, tax or accounting advice, or a recommendation regarding any particular security, strategy, or course of action.

08/24/2026

Tune in WEDNESDAY at 1 PM EST!

Balancing a career, raising kids, and planning for their financial future all at once? You're not alone.

Join OpenArc Corporate Advisory for a candid panel discussion on navigating work-life boundaries, planning for the real costs of raising a family, and helping the next generation build smart money habits.

Walk away with practical insights for your family's financial priorities today and down the road.

🔗 Register now: https://myemail.constantcontact.com/You-re-Invited--Work--Kids-and-Money.html?soid=1142268567645&aid=0GzaMQkxrww

08/18/2026

Curious whether a 530A/Trump Account might fit into your family's plan alongside 529s and other savings strategies? We break down eligibility, contribution limits, tax treatment, and more in our latest blog. Read Now: https://www.openarccorporate.com/spotlight/blog/key-features-of-530a-accounts/

08/13/2026

Plan sponsors are being asked to evaluate providers across every corner of their benefits program. As record keeping and advice services concentrate among fewer large providers, having an independent voice in that process matters more than ever.

We're proud to announce that OpenArc Corporate Advisory has expanded its institutional consulting platform to include independent provider search covering retirement, deferred compensation, equity compensation, and HSAs.

Chad Pigg Fife, Principal Partner, Institutional Consulting and Corporate Business Development, said it best: "Whether a sponsor is reviewing a single plan or undertaking a broader evaluation of multiple benefit programs, OpenArc serves as the independent fiduciary partner in the room, helping organizations navigate provider complexity, make informed decisions, and fulfill their fiduciary responsibilities."

Read more via AdvisorHub: https://bit.ly/4gssH66

08/11/2026

OpenArc Corporate Advisory's expanded institutional consulting platform was featured in InvestmentNews.

The coverage highlights OpenArc's move to add independent provider search across retirement, deferred compensation, equity compensation, and HSAs — building on its existing role as an investment fiduciary for corporate plan sponsors.

Read the full coverage: https://www.investmentnews.com/ria-news/openarc-corporate-advisory-broadens-fiduciary-reach-into-workplace-benefits-search/267772

08/07/2026

What a summer! A huge thank you to our talented interns for bringing fresh ideas, enthusiasm, and hard work to OpenArc. You made a lasting impact, and we’re grateful for everything you contributed. As you head into your next adventure, know that we’re incredibly proud of you and excited to see where your talents take you. Wishing you continued success ahead! 💙

08/06/2026

Balancing a career, raising kids, and planning for their financial future all at once? You're not alone.

Join OpenArc Corporate Advisory for a candid panel discussion on navigating work-life boundaries, planning for the real costs of raising a family, and helping the next generation build smart money habits.

Walk away with practical insights for your family's financial priorities today and down the road.

🔗 Register now: https://myemail.constantcontact.com/You-re-Invited--Work--Kids-and-Money.html?soid=1142268567645&aid=0GzaMQkxrww

08/04/2026

Family-building through IVF, adoption, or surrogacy comes with real financial trade-offs — and an emotional weight that's rarely talked about.

In a new ThinkAdvisor feature, Ashley Abate shares how she guides clients through it: adjusting (not abandoning) retirement goals, navigating tax surprises like surrogacy costs generally not being deductible, and creating space for clients to feel heard.

Read the article with a ThinkAdvisorPRO subscription: https://www.thinkadvisor.com/2026/07/23/how-advisors-can-support-clients-with-ivf-adoption--surrogacy-pro?utm_source=email&utm_medium=enl&utm_campaign=dailywire&utm_content=07232026&oly_enc_id=0328A2617290J7U