*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.
2017 was one of the strongest years on record for hurricanes in the Atlantic region of the United States and
Subsequent to the 2012 implementation of ERISA fee reporting regulations (ERISA 408(b)(2) & 404(a)(5)), the Department of Labor (DOL) began
When it comes to fiscally frugal health insurance options, health savings accounts (HSA) aren’t exactly new to the game. They’ve
Our research shows that the vast majority of plan sponsors recognize that automatic enrollment has been effective in improving plan
The number of notices and disclosures required to retirement plan participants has increased while methods to access information changed drastically.
Adhering to prudent standards includes auditing quarterly statements from the recordkeeper. However, there is no explicit requirement for plan fiduciaries
In November 2016, the Texas Conference for Women surveyed attendees about their retirement savings and found that almost a whopping
Globalization of the world economy has increased exposure to international investments, yet equity portfolios in general remain largely home biased
Because benchmarks are an important part of investment due diligence, a plan fiduciary should carefully consider their selection. Two of
Time is a powerful modifier of perception and purpose. No need to look any further than the frequent rumblings surrounding
2017 was one of the strongest years on record for hurricanes in the Atlantic region of the United States and among the costliest of seasons
Subsequent to the 2012 implementation of ERISA fee reporting regulations (ERISA 408(b)(2) & 404(a)(5)), the Department of Labor (DOL) began to consider the appropriateness of
When it comes to fiscally frugal health insurance options, health savings accounts (HSA) aren’t exactly new to the game. They’ve been around since 2003 and
Our research shows that the vast majority of plan sponsors recognize that automatic enrollment has been effective in improving plan success and simplifying internal plan
The number of notices and disclosures required to retirement plan participants has increased while methods to access information changed drastically. Many people receive their news
Adhering to prudent standards includes auditing quarterly statements from the recordkeeper. However, there is no explicit requirement for plan fiduciaries to do so. With regard
In November 2016, the Texas Conference for Women surveyed attendees about their retirement savings and found that almost a whopping 60 percent weren’t socking away
Globalization of the world economy has increased exposure to international investments, yet equity portfolios in general remain largely home biased today. This may be a
Because benchmarks are an important part of investment due diligence, a plan fiduciary should carefully consider their selection. Two of the most common are FTSE
Time is a powerful modifier of perception and purpose. No need to look any further than the frequent rumblings surrounding fixed income in the current
2017 was one of the strongest years on record for hurricanes in the Atlantic region of the United States and
Subsequent to the 2012 implementation of ERISA fee reporting regulations (ERISA 408(b)(2) & 404(a)(5)), the Department of Labor (DOL) began
When it comes to fiscally frugal health insurance options, health savings accounts (HSA) aren’t exactly new to the game. They’ve
Our research shows that the vast majority of plan sponsors recognize that automatic enrollment has been effective in improving plan
The number of notices and disclosures required to retirement plan participants has increased while methods to access information changed drastically.
Adhering to prudent standards includes auditing quarterly statements from the recordkeeper. However, there is no explicit requirement for plan fiduciaries
In November 2016, the Texas Conference for Women surveyed attendees about their retirement savings and found that almost a whopping
Globalization of the world economy has increased exposure to international investments, yet equity portfolios in general remain largely home biased
Because benchmarks are an important part of investment due diligence, a plan fiduciary should carefully consider their selection. Two of
Time is a powerful modifier of perception and purpose. No need to look any further than the frequent rumblings surrounding
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:
