News & Events

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,…

Congratulations to Sarah Majeski and Shaun Cox for being named 2019 Top Retirement Plan Advisors Under 40!

The National Association of Plan Advisors (NAPA) has announced the 2019 Top Retirement Plan Advisors Under 40, aka “Young Guns”. This year we are proud to have two of our team members win this prestigious award. We want to…

Looking Ahead: What Plan Sponsors Should Know in 2019 Seminar a Success!

Thank you to everyone who was able to join us downtown at the Oswald Conference Center this morning for our Looking Ahead: What Plan Sponsors Should Know in 2019 seminar! We really enjoyed seeing all of you! Please contact…

Plan Sponsor Attitudes Survey – The Latest Results: Join us for a short webinar on Friday, March 1st!

Want to know what other organizations were most recently concerned with when it came to their retirement plan? Curious to see what they focused on this past year? Learn about the latest trends by joining us and…

It Has Been a Month Since our Seminar on Fiduciary Liability. What Do We Keep in Mind Moving Forward?

Were you able to join us for some delicious breakfast and a fiduciary risk course presented by Andy Larson of Columbia Threadneedle at the Burntwood Tavern? We can’t believe it has been a month already and we are now…

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…

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…

Our 2018 Golf Outing is the Best One Yet!

Thank you to everyone that was able to join us on the Westfield Golf Course this year! It was a great time! For pictures, click HERE. See you next year!…