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 […]