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,…
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…
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…
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…
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…
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…
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!…
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…
Dear Valued Investor: After more than 18 months of nearly uninterrupted advances, the U.S. equity markets started declining last week, with a large sell-off on February 5, 2018. Although it is always difficult to endure these declines when…
The IRS has announced the 2018 contribution limits. You can see them below, or access the printable PDF here: 2018 IRS Contribution Limits…
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