David Kulchar has been recognized as June Top Advisor by Participant Outcomes (TAPO) in a monthly listing by 401(k) Specialist Magazine.
According to the publication, TAPO is the recognition and celebration of successful participant outcomes and the advisors who make them possible. Selected monthly, 401(k) Specialist Magazine’s editorial team highlights a plan specialist that is doing it right, as well as the specific methods and measurements they employ.
From 1998 to Present, Kulchar has worked for The James B. Oswald Company (JBO). In 1999, he established Oswald Financial, Inc. (OFI), a subsidiary of JBO. He is the Executive Vice President and Director of Retirement Plan Services at OFI. Kulchar currently directs and manages OFI’s strategic operations. OFI’s primary focus is supporting plan sponsors through design, implementation, investment monitoring servicing and participant education.
He has over 25 years of experience in the retirement plan industry and is nationally recognized in the area of qualified retirement plans. Kulchar is an Accredited Investment Fiduciary designee, Investment Advisor Representative under LPL Financial, and is frequently sought after as a speaker for national events regarding the retirement plan industry. He serves on the advisory boards of select retirement plan providers, associations and nonprofit organizations.
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About Oswald Financial
Oswald Financial, Inc. is the Retirement Plan Services and Wealth Management division of Oswald Companies. Much like the other areas of Oswald Companies, Oswald Financial specializes in risk management, providing advisory services through a high service model, with a focus on consistent benchmarking, fiduciary responsibility, advanced plan design, retirement readiness, fee transparency, and complete independence in order to serve the client’s best interest. Being a leader and innovator in the industry, Oswald Financial places focus on comprehensive, holistic plan sponsor and plan participant support. Connect and learn more at www.OswaldFinancial.com.