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 […]
Thank you to all of our clients, current and future, and friends for joining us for breakfast at the Burntwood Tavern to hear Andy Larson from Columbia Threadneedle’s Learning Center cover best practices for minimizing fiduciary liability. We loved hosting such an engaged group and the discussion that ensued. If you would like to know more or […]
Thank you to everyone that was able to join us on the Westfield Golf Course this year! It was a great time! For pictures, click HERE. See you next year!
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 […]
February 6, 2018 Dear Valued Investor: After more than 18 months of nearly uninterrupted advances, the U.S. equity markets started declining last week, with a large sell-off on February 5, 2018. Although it is always difficult to endure these declines when they’re occurring, it’s important to focus on the underlying fundamentals of the economy and […]
The IRS has announced the 2018 contribution limits. You can see them below, or access the printable PDF here: 2018 IRS Contribution Limits
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!
To read the full article, please click HERE
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 […]