*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.
U.S. assets invested in socially responsible strategies topped $17.1 trillion at the start of 2020, up 42% from two years
COVID-19 has posed a duel set of related challenges for plan sponsors and participants. For employees, the pandemic has pitted
Qualified retirement plans, such as IRAs and 401(k)s, have many rules, and some of them can be quite complicated. Take
Plan sponsors and retirement plan committees are likely to encounter a myriad of industry-related naming devices and designations. It is
While mothers deserve appreciation every day of the year, Mother’s Day offers a special opportunity to celebrate them. In honor
A retirement plan committee consists of co-fiduciaries who are responsible for all plan management activities that have been delegated to
Eligible employers may be able to claim a tax credit of up to $5,000, for three years, for the ordinary
The housing market during the coronavirus pandemic has certainly been notable. Historically low interest rates resulted in record homebuying, even
An estimated 145 million Americans own real estate investment trusts (REITs) in their retirement accounts and other investment funds.1 The
The qualified default investment alternative (“QDIA”) is arguably the most important in a plan’s investment menu. By far the most
U.S. assets invested in socially responsible strategies topped $17.1 trillion at the start of 2020, up 42% from two years earlier. Sustainable, responsible, and impact
COVID-19 has posed a duel set of related challenges for plan sponsors and participants. For employees, the pandemic has pitted more immediate financial needs against
Qualified retirement plans, such as IRAs and 401(k)s, have many rules, and some of them can be quite complicated. Take the following quiz to see
Plan sponsors and retirement plan committees are likely to encounter a myriad of industry-related naming devices and designations. It is important that they understand what
While mothers deserve appreciation every day of the year, Mother’s Day offers a special opportunity to celebrate them. In honor of mothers everywhere, here are
A retirement plan committee consists of co-fiduciaries who are responsible for all plan management activities that have been delegated to them by their plan’s named
Eligible employers may be able to claim a tax credit of up to $5,000, for three years, for the ordinary and necessary costs of starting
The housing market during the coronavirus pandemic has certainly been notable. Historically low interest rates resulted in record homebuying, even as housing prices escalated.1 Fortunately,
An estimated 145 million Americans own real estate investment trusts (REITs) in their retirement accounts and other investment funds.1 The primary appeal of REITs is
The qualified default investment alternative (“QDIA”) is arguably the most important in a plan’s investment menu. By far the most often selected QDIA investment is
U.S. assets invested in socially responsible strategies topped $17.1 trillion at the start of 2020, up 42% from two years
COVID-19 has posed a duel set of related challenges for plan sponsors and participants. For employees, the pandemic has pitted
Qualified retirement plans, such as IRAs and 401(k)s, have many rules, and some of them can be quite complicated. Take
Plan sponsors and retirement plan committees are likely to encounter a myriad of industry-related naming devices and designations. It is
While mothers deserve appreciation every day of the year, Mother’s Day offers a special opportunity to celebrate them. In honor
A retirement plan committee consists of co-fiduciaries who are responsible for all plan management activities that have been delegated to
Eligible employers may be able to claim a tax credit of up to $5,000, for three years, for the ordinary
The housing market during the coronavirus pandemic has certainly been notable. Historically low interest rates resulted in record homebuying, even
An estimated 145 million Americans own real estate investment trusts (REITs) in their retirement accounts and other investment funds.1 The
The qualified default investment alternative (“QDIA”) is arguably the most important in a plan’s investment menu. By far the most
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
