We want to thank our friends and partners for joining us on June 22nd at Westfield Country Club! The weather couldn’t have been better and more of a good time couldn’t have been had!
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VIEW THE AGENDA AND RSVP FOR THE SEMINAR HERE.
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 […]
Guest Blog | When Should You Start Planning for Retirement?…Today!
What is Financial Wellness? Typically an individual/family is considered financially well when they have little or no financial stress, a strong financial foundation with about three to six months of emergency savings, adequate insurance coverage and established financial goals with a plan to pursue them. From the employer prospective it is a program designed to improve […]