*Award based on independent survey carried out by USA TODAY and Statista. Firms need to be nominated by a participant in the survey. No prior registration is required, and no costs are involved for the nomination. The recommendations for each firm are summarized and evaluated anonymously. In addition to the survey results, additional metrics (e.g., data in relation to assets under management (AUM)) will be included in the final analysis.
Award based on independent survey carried out by USA TODAY and Statista. Firms need to be nominated by a participant in the survey. No prior registration is required, and no costs are involved for the nomination. The recommendations for each firm are summarized and evaluated anonymously. In addition to the survey results, additional metrics (e.g., data in relation to assets under management (AUM)) will be included in the final analysis.
Managing uncashed retirement checks may be considered a nuisance by plan administrators. Nevertheless, the employer still has fiduciary responsibility when
A partial plan termination is presumed by the IRS to occur when 20 percent or more of a company’s employees
It may be advantageous for a plan sponsor to consider adopting a traditional safe harbor design for their retirement plan.
Managing uncashed retirement checks may be considered a nuisance by plan administrators. Nevertheless, the employer still has fiduciary responsibility when a former employee fails to
A partial plan termination is presumed by the IRS to occur when 20 percent or more of a company’s employees are no longer eligible to
It may be advantageous for a plan sponsor to consider adopting a traditional safe harbor design for their retirement plan. Adopting a safe harbor retirement
Managing uncashed retirement checks may be considered a nuisance by plan administrators. Nevertheless, the employer still has fiduciary responsibility when
A partial plan termination is presumed by the IRS to occur when 20 percent or more of a company’s employees
It may be advantageous for a plan sponsor to consider adopting a traditional safe harbor design for their retirement plan.
Licensed to practice in every state, it is the distinct honor of Wellspring Financial Partners to serve clients in 30 states throughout America. With our CERTIFIED FINANCIAL PLANNER® professionals located in both Arizona and Utah, contact us today about connecting with one of our CFP® Professionals to discover the peace and empowerment that comes from having a realistic, unique-to-you, highly personalized Financial Plan in place to provide for you and your loved ones.
Wellspring Financial Partners®
Award based on independent survey carried out by USA TODAY and Statista. Firms need to be nominated by a participant in the survey. No prior registration is required, and no costs are involved for the nomination. The recommendations for each firm are summarized and evaluated anonymously. In addition to the survey results, additional metrics (e.g., data in relation to assets under management (AUM)) will be included in the final analysis.
4703 E. Camp Lowell Drive
Suite 135
Tucson, AZ 85712
Monday – Friday:
8:00am-4:30pm
520-327-1019
1-844-203-2402
contact@wellspringfp.com
wellspringfinancialpartners.com
4703 E. Camp Lowell Drive
Suite 135
Tucson, AZ 85712
Salt Lake City, UT
Monday – Friday:
8:00am-4:30pm
1-844-203-2402
contact@wellspringfp.com
http://wellspringfin.wpenginepowered.com
