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 […]
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.
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 […]
Sarah Majeski was recently featured in NAPA Net’s “If I Knew Then What I Know Now : Nine Lessons Learned from Nine of This Year’s Top Young Retirement Advisors cover story. “I’ve been in the retirement plan industry my whole adult life, and I worked my way up,” Sarah says. If she could go back […]
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 […]
We did it yet again! Thank you to our valued clients for giving us so many opportunities to provide you with “Top 100” service! The 2019 PLANADVISER Top 100 Retirement Plan Advisers recognizes the top defined contribution (DC) plan advisers across the U.S in terms of assets or plans under advisement. In […]
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 […]
Thank you to everyone who was able to join us downtown at the Oswald Conference Center this morning for our Looking Ahead: What Plan Sponsors Should Know in 2019 seminar! We really enjoyed seeing all of you! Please contact us for a recording of the presentation.
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 […]