David Kulchar Named One of Top U.S. Retirement Advisers Once Again by Financial Times

The FT 401 aims to provide a list of elite professionals who specialize in advising US employers on their defined contribution plans. The advisers were assessed according to quantifiable data, considering the following factors: DC assets under management (AUM). This signals experience and success in managing money in 401(k) programs and other DC plans. Growth […]

Join us at the Burntwood Tavern on September 20th for Fiduciary Training with HRCI credit!

How to Manage Your Fiduciary Risk – Hallmark of Good Stewardship   Please Join the Oswald Financial Team and Andrew Larson of Columbia Threadneedle’s Learning Center at the Burntwood Tavern for a Brunch Buffet and a Fiduciary Training Course (1 HRCI Credit): Business owners who sponsor certain workplace retirement plans for their employees are “fiduciaries” under the […]

Dave Kulchar Interviewed for November 2016 PLANSPONSOR Magazine on Improving a Plan Through the RFP/RFI Process

Dave Kulchar weighs in on what Plan Sponsors can do to negotiate their recordkeeping through the advisor in an article about improving a Plan through the RFP/RFI process.  “David Kulchar, director of retirement plan services at advisory firm Oswald Financial Inc. in Cleveland, finds it effective to approach recordkeepers in a collaborative way with fee-benchmarking […]