*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.
If you don’t know what happened to your money during the past year, it’s time to find out. December and
The Internal Revenue Service’s (IRS’s) Employee Benefit Audit Program is used to audit and enforce. The IRS’s emphasis, with respect
Do you have a question for an ERISA attorney burning in your heart? This forum features answers to some of
Fees in defined contribution (DC) plans can be complicated. Historically, fees have not been fully and simply disclosed, but the
GDP, or gross domestic product, measures the value of goods and services produced by a nation’s economy less the value
Each month, the Bureau of Labor Statistics publishes the Employment Situation Summary report based on information from the prior month.
Now that it’s fairly common for families to have two wage earners, many husbands and wives are accumulating assets in
The more money you make, the more valuable you perceive your time to be — and the more time-strapped you
The Tax Cuts and Jobs Act, passed in December of last year, fundamentally changes the federal tax landscape for both
The duty to provide participants with sufficient information to make consistently informed retirement investment decisions is a basic fiduciary responsibility
If you don’t know what happened to your money during the past year, it’s time to find out. December and January are the perfect months
The Internal Revenue Service’s (IRS’s) Employee Benefit Audit Program is used to audit and enforce. The IRS’s emphasis, with respect to defined contribution plans is
Do you have a question for an ERISA attorney burning in your heart? This forum features answers to some of the most common plan sponsor
Fees in defined contribution (DC) plans can be complicated. Historically, fees have not been fully and simply disclosed, but the industry is changing towards greater
GDP, or gross domestic product, measures the value of goods and services produced by a nation’s economy less the value of goods and services used
Each month, the Bureau of Labor Statistics publishes the Employment Situation Summary report based on information from the prior month. The data for the report
Now that it’s fairly common for families to have two wage earners, many husbands and wives are accumulating assets in separate employer-sponsored retirement accounts. In
The more money you make, the more valuable you perceive your time to be — and the more time-strapped you may feel, according to University
The Tax Cuts and Jobs Act, passed in December of last year, fundamentally changes the federal tax landscape for both individuals and businesses. Many of
The duty to provide participants with sufficient information to make consistently informed retirement investment decisions is a basic fiduciary responsibility under ERISA Section 404(a). However,
If you don’t know what happened to your money during the past year, it’s time to find out. December and
The Internal Revenue Service’s (IRS’s) Employee Benefit Audit Program is used to audit and enforce. The IRS’s emphasis, with respect
Do you have a question for an ERISA attorney burning in your heart? This forum features answers to some of
Fees in defined contribution (DC) plans can be complicated. Historically, fees have not been fully and simply disclosed, but the
GDP, or gross domestic product, measures the value of goods and services produced by a nation’s economy less the value
Each month, the Bureau of Labor Statistics publishes the Employment Situation Summary report based on information from the prior month.
Now that it’s fairly common for families to have two wage earners, many husbands and wives are accumulating assets in
The more money you make, the more valuable you perceive your time to be — and the more time-strapped you
The Tax Cuts and Jobs Act, passed in December of last year, fundamentally changes the federal tax landscape for both
The duty to provide participants with sufficient information to make consistently informed retirement investment decisions is a basic fiduciary responsibility
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
Saturday February 1st 10:00 – 12:00 PM MST
– or –
Tuesday February 4th 10:00 – 12:00 PM MST
Hear from your CERTIFIED FINANCIAL PLANNER® on:
