*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.
Created in 1996, National 401(k) Day has historically been celebrated on the Friday following Labor Day to shine a spotlight
As a result of the significant rise in revenue sharing litigation it behooves plan fiduciaries to confirm and document the
The ever-growing burden of student loan debt looms menacingly over many Americans, crippling their ability to save for retirement and
According to T. Rowe Price, some sponsors may anticipate that their relationship with participants — as well as their responsibilities
The COVID-19 pandemic kicked off a severe labor shortage — and quite possibly the most worker-friendly job market in many
As a child, you may have dreamed about finding buried treasure, but you probably realized at an early age that
John D. Rockefeller, one of the wealthiest Americans in history, loved receiving stock dividends. “Do you know the only thing
IMPORTANT DISCLOSURES Wellspring Financial Partners, LLC does not provide tax or legal advice. The information presented here is not specific
Just how important is a 401(k) match to your employees? It appears to be top of mind, according to Principal’s
From decoding key ERISA regulations to keeping abreast of fees and providing educational support to workers, there are many responsibilities
Created in 1996, National 401(k) Day has historically been celebrated on the Friday following Labor Day to shine a spotlight on this important employee benefit.
As a result of the significant rise in revenue sharing litigation it behooves plan fiduciaries to confirm and document the prudence and appropriateness of any
The ever-growing burden of student loan debt looms menacingly over many Americans, crippling their ability to save for retirement and other financial goals. According to
According to T. Rowe Price, some sponsors may anticipate that their relationship with participants — as well as their responsibilities toward them — will naturally
The COVID-19 pandemic kicked off a severe labor shortage — and quite possibly the most worker-friendly job market in many years. Unpredictable demand shifts exposed
As a child, you may have dreamed about finding buried treasure, but you probably realized at an early age that it was unlikely you would
John D. Rockefeller, one of the wealthiest Americans in history, loved receiving stock dividends. “Do you know the only thing that gives me pleasure?” he
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.
Just how important is a 401(k) match to your employees? It appears to be top of mind, according to Principal’s 2021 Retirement Security Survey. The
From decoding key ERISA regulations to keeping abreast of fees and providing educational support to workers, there are many responsibilities that sponsors possess. Some business
Created in 1996, National 401(k) Day has historically been celebrated on the Friday following Labor Day to shine a spotlight
As a result of the significant rise in revenue sharing litigation it behooves plan fiduciaries to confirm and document the
The ever-growing burden of student loan debt looms menacingly over many Americans, crippling their ability to save for retirement and
According to T. Rowe Price, some sponsors may anticipate that their relationship with participants — as well as their responsibilities
The COVID-19 pandemic kicked off a severe labor shortage — and quite possibly the most worker-friendly job market in many
As a child, you may have dreamed about finding buried treasure, but you probably realized at an early age that
John D. Rockefeller, one of the wealthiest Americans in history, loved receiving stock dividends. “Do you know the only thing
IMPORTANT DISCLOSURES Wellspring Financial Partners, LLC does not provide tax or legal advice. The information presented here is not specific
Just how important is a 401(k) match to your employees? It appears to be top of mind, according to Principal’s
From decoding key ERISA regulations to keeping abreast of fees and providing educational support to workers, there are many responsibilities
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
