Retirement Readiness Tools: Are Employees Engaged? by Shaun Cox

When I became a part of our advisory team, I was excited and motivated to push the needle and expedite participant outcomes.  Why else are we in this business? I quickly learned that many of our record-keeping partners had available several different retirement readiness tools, calculators and education initiatives.  These programs often assign the participant […]

David Kulchar Leads a Session on Measuring Fiduciary Responsibility & Risk at BVU’s Nonprofit Leadership Summit

On October 29th, 2019, Oswald Financial’s Managing Director, David Kulchar, led a breakout session on the importance and mechanics of measuring fiduciary responsibility and risk within a 403(b) retirement plan. Mr. Kulchar’s presentation was part of the Business Volunteers Unlimited’s (BVU) Nonprofit Leadership Summit.  

Michael Gheen and David Kulchar have been named to the 2019 edition of the Financial Times 401 Top Retirement Advisers

CLEVELAND – Oct. 10, 2019 – Oswald Financial Inc. is pleased to announce that both Michael Gheen and David Kulchar have been named to the 2019 edition of the Financial Times 401 Top Retirement Advisers. The list recognizes the top financial advisers who specialize in serving defined contribution (DC) retirement plans across the U.S. This […]

Deena Rini Panelist for Loopicon’s Building Teams and Processes for Scale in Toronto

You’d be hard-pressed to find someone more knowledgeable than Deena Rini, Vice President and Practice Leader of Retirement Plan Services,  when it comes to scaling and optimizing processes and workflows and streamlining teamwork. We are happy to announce that Deena will be representing Oswald Financial as a panelist for Loopio’s 2019 Loopicon conference in Toronto this month, speaking […]

Plan Sponsor Attitudes Survey – The Latest Results: Join us for a short webinar on Friday, March 1st!

Want to know what other organizations were most recently concerned with when it came to their retirement plan? Curious to see what they focused on this past year?   Learn about the latest trends by joining us and Andrew Spahr of Fidelity Investments for a short webinar introducing the results of the latest Plan Sponsor […]

Congratulations to Sarah Majeski and Shaun Cox for being named 2019 Top Retirement Plan Advisors Under 40!

The National Association of Plan Advisors (NAPA) has announced the 2019 Top Retirement Plan Advisors Under 40, aka “Young Guns”. This year we are proud to have two of our team members win this prestigious award. We want to congratulate Sarah Majeski, Team Leader of Client Services, as well as Shaun Cox, Client Manager, for […]