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 […]

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 […]