*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.
IMPORTANT DISCLOSURES Wellspring Financial Partners, LLC does not provide tax or legal advice. The information presented here is not specific
So much about financial wellness has to do with cultivating a mindset that favors delayed versus immediate gratification. In the
Both, ERISA and the IRS requires that DC plan loans reflect a “reasonable rate of interest”. DOL Reg Section 2550.408b-1
Most companies and organizations’ human resources departments and C-suites are seeking efficiencies and risk mitigation for their entities. For those,
The IRS issued more than 128 million income tax refunds for the 2020 filing season, putting $355.3 billion into the
Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans and various tax deduction,
Investor demand for exchange-traded funds (ETFs) has increased over the last decade due to some attractive features that set them
No one wants to be caught flat-footed when the auditors come calling. And with a new standard issued by the
In the retirement plan industry, all too often we tend to conflate financial wellness with retirement readiness — whether that
A recent IRS Issue Snapshot (link below) affirms that a participant loan is a legally enforceable agreement and terms of
IMPORTANT DISCLOSURES Wellspring Financial Partners, LLC does not provide tax or legal advice. The information presented here is not specific to any individual’s personal circumstances.
So much about financial wellness has to do with cultivating a mindset that favors delayed versus immediate gratification. In the language of behavioral economics, the
Both, ERISA and the IRS requires that DC plan loans reflect a “reasonable rate of interest”. DOL Reg Section 2550.408b-1 states that “a loan will
Most companies and organizations’ human resources departments and C-suites are seeking efficiencies and risk mitigation for their entities. For those, and a myriad of other,
The IRS issued more than 128 million income tax refunds for the 2020 filing season, putting $355.3 billion into the hands of U.S. consumers.1 For
Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
Investor demand for exchange-traded funds (ETFs) has increased over the last decade due to some attractive features that set them apart from mutual funds. In
No one wants to be caught flat-footed when the auditors come calling. And with a new standard issued by the American Institute of Certified Public
In the retirement plan industry, all too often we tend to conflate financial wellness with retirement readiness — whether that means confidence in obtaining retirement
A recent IRS Issue Snapshot (link below) affirms that a participant loan is a legally enforceable agreement and terms of the loan agreement must comply
IMPORTANT DISCLOSURES Wellspring Financial Partners, LLC does not provide tax or legal advice. The information presented here is not specific
So much about financial wellness has to do with cultivating a mindset that favors delayed versus immediate gratification. In the
Both, ERISA and the IRS requires that DC plan loans reflect a “reasonable rate of interest”. DOL Reg Section 2550.408b-1
Most companies and organizations’ human resources departments and C-suites are seeking efficiencies and risk mitigation for their entities. For those,
The IRS issued more than 128 million income tax refunds for the 2020 filing season, putting $355.3 billion into the
Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans and various tax deduction,
Investor demand for exchange-traded funds (ETFs) has increased over the last decade due to some attractive features that set them
No one wants to be caught flat-footed when the auditors come calling. And with a new standard issued by the
In the retirement plan industry, all too often we tend to conflate financial wellness with retirement readiness — whether that
A recent IRS Issue Snapshot (link below) affirms that a participant loan is a legally enforceable agreement and terms of
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
