*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.
Without Congressional Action the Social Security Trust Funds will be Exhausted in 2034 If current trends continue, the Social Security
When it comes to monitoring and selecting investments, the responsibility lies with the ERISA fiduciary for managing your company’s 401(k)
By offering — and encouraging — catch-up contributions, plan sponsors can demonstrate a heightened commitment to employee retirement readiness. Over
The IRS warns that although scams are especially prevalent during tax season, they also take place throughout the year.1 As
The U.S. stock market struggled in 2022, with the S&P 500 index ending the year down more than 19.4%.1 The
The bulk of Social Security benefits go to retirees, but Social Security is much more than a retirement program. Most
IMPORTANT DISCLOSURES Wellspring Financial Partners, LLC does not provide tax or legal advice. The information presented here is not specific
Retirement plan committees can help plans function more efficiently and effectively. They aren’t a requirement under ERISA, though many organizations
The designated benchmarks used within the Scorecard System were selected because they are the most appropriate and/or most commonly used
Across the nation, more and more workers are expecting to postpone retirement. In fact, a survey by the Nationwide Retirement
Without Congressional Action the Social Security Trust Funds will be Exhausted in 2034 If current trends continue, the Social Security trust funds will be completely
When it comes to monitoring and selecting investments, the responsibility lies with the ERISA fiduciary for managing your company’s 401(k) plan, and this means the
By offering — and encouraging — catch-up contributions, plan sponsors can demonstrate a heightened commitment to employee retirement readiness. Over a five-year period ending in
The IRS warns that although scams are especially prevalent during tax season, they also take place throughout the year.1 As a result, it’s important to
The U.S. stock market struggled in 2022, with the S&P 500 index ending the year down more than 19.4%.1 The S&P 500, which includes stocks
The bulk of Social Security benefits go to retirees, but Social Security is much more than a retirement program. Most Americans are protected by the
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.
Retirement plan committees can help plans function more efficiently and effectively. They aren’t a requirement under ERISA, though many organizations choose to establish committees for
The designated benchmarks used within the Scorecard System were selected because they are the most appropriate and/or most commonly used indices in the marketplace (Russell
Across the nation, more and more workers are expecting to postpone retirement. In fact, a survey by the Nationwide Retirement Institute shows that 40% of
Without Congressional Action the Social Security Trust Funds will be Exhausted in 2034 If current trends continue, the Social Security
When it comes to monitoring and selecting investments, the responsibility lies with the ERISA fiduciary for managing your company’s 401(k)
By offering — and encouraging — catch-up contributions, plan sponsors can demonstrate a heightened commitment to employee retirement readiness. Over
The IRS warns that although scams are especially prevalent during tax season, they also take place throughout the year.1 As
The U.S. stock market struggled in 2022, with the S&P 500 index ending the year down more than 19.4%.1 The
The bulk of Social Security benefits go to retirees, but Social Security is much more than a retirement program. Most
IMPORTANT DISCLOSURES Wellspring Financial Partners, LLC does not provide tax or legal advice. The information presented here is not specific
Retirement plan committees can help plans function more efficiently and effectively. They aren’t a requirement under ERISA, though many organizations
The designated benchmarks used within the Scorecard System were selected because they are the most appropriate and/or most commonly used
Across the nation, more and more workers are expecting to postpone retirement. In fact, a survey by the Nationwide Retirement
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
