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 […]

How to Manage Your Fiduciary Risk – Hallmark of Good Stewardship Breakfast Seminar a Success!

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 […]

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 […]