*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.
Upon first blush, to the extent an employee from the general populace can and wishes to make a contribution as
A partial plan termination occurs when 20 percent or more of a company’s employees are laid off in one year.
Millennials are the largest demographic cohort in the nation, U.S Census Bureau data shows. And up to 80 percent are
The term “alternative investments” may conjure images of classic automobiles, fine wine, rare art and valuable jewels. Some may think
The Employee Retirement Income Security Act (ERISA) was enacted in 1974 to protect employees who participate in retirement plans and
Defined contribution (DC) plan committees face increasing scrutiny on the myriad of decisions they make for their respective plans. During
Any committee member sitting through their share of plan investment review meetings has heard the term “large cap” come up
Several events can trigger a DOL or IRS audit, such as employee complaints or self-reporting under the annual submission of
These days, many plans are experiencing an uptick in the number of participant requests for hardship distributions. Much of this
Recruiting, retaining and rewarding key employees are not just goals of the largest companies in America—they are important to all
Upon first blush, to the extent an employee from the general populace can and wishes to make a contribution as a committee member, there seems
A partial plan termination occurs when 20 percent or more of a company’s employees are laid off in one year. Routine turnover during the year
Millennials are the largest demographic cohort in the nation, U.S Census Bureau data shows. And up to 80 percent are already saving in their employer-sponsored
The term “alternative investments” may conjure images of classic automobiles, fine wine, rare art and valuable jewels. Some may think about the Honus Wagner baseball
The Employee Retirement Income Security Act (ERISA) was enacted in 1974 to protect employees who participate in retirement plans and certain other employee benefit plans.
Defined contribution (DC) plan committees face increasing scrutiny on the myriad of decisions they make for their respective plans. During committee meetings, it’s no longer
Any committee member sitting through their share of plan investment review meetings has heard the term “large cap” come up quite frequently. In our experience,
Several events can trigger a DOL or IRS audit, such as employee complaints or self-reporting under the annual submission of the Form 5500. Often times
These days, many plans are experiencing an uptick in the number of participant requests for hardship distributions. Much of this increased activity may be attributed
Recruiting, retaining and rewarding key employees are not just goals of the largest companies in America—they are important to all companies. That’s why, in today’s
Upon first blush, to the extent an employee from the general populace can and wishes to make a contribution as
A partial plan termination occurs when 20 percent or more of a company’s employees are laid off in one year.
Millennials are the largest demographic cohort in the nation, U.S Census Bureau data shows. And up to 80 percent are
The term “alternative investments” may conjure images of classic automobiles, fine wine, rare art and valuable jewels. Some may think
The Employee Retirement Income Security Act (ERISA) was enacted in 1974 to protect employees who participate in retirement plans and
Defined contribution (DC) plan committees face increasing scrutiny on the myriad of decisions they make for their respective plans. During
Any committee member sitting through their share of plan investment review meetings has heard the term “large cap” come up
Several events can trigger a DOL or IRS audit, such as employee complaints or self-reporting under the annual submission of
These days, many plans are experiencing an uptick in the number of participant requests for hardship distributions. Much of this
Recruiting, retaining and rewarding key employees are not just goals of the largest companies in America—they are important to all
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:
