News & Events

The SECURE Act Has Passed! What Does It Change?

The SECURE Act Passed : Now What? – An Upcoming Breakfast Seminar

Pam Brooks selected by WiPN for the 2020 Board

Retirement Readiness Tools: Are Employees Engaged? by Shaun D. Cox, AIF®

David Kulchar Leads a Session on Measuring Fiduciary Responsibility & Risk at BVU’s Nonprofit Leadership Summit

Michael Gheen and David Kulchar have been named to the 2019 edition of the Financial Times 401 Top Retirement Advisers

Deena Rini Panelist for Loopicon’s Building Teams and Processes for Scale in Toronto

By Maria Stenina 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…

The 401(k) Turns the Big 4-0 : Dave Kulchar in PLANSPONSOR Magazine

By Maria Stenina…

Oswald Financial named 2019 Top 100 Retirement Plan Adviser!

By Maria Stenina We did it yet again! Thank you to our valued clients for giving us so many opportunities to provide you with “Top 100” service! The 2019 PLANADVISER Top 100 Retirement Plan Advisers recognizes the top…

Oswald Financial Named NAPA’s Top DC Advisor Team for 2018

We are pleased to announce that, once again, our team has been named one of the 2018 Top DC Advisor Teams by the National Association of Plan Advisors (NAPA)! The teams list, ranked by self-reported DC assets under advisement,…