*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.
Negotiating Retirement Plan Fees with Your Provider According to plan sponsors, one of the most harrowing aspects of their fiduciary
The qualitative review of a mutual fund helps support the quantitative analysis within the Scorecard System™ by providing color and
The thought of transitioning from one service provider to another may be intimidating and overwhelming. It doesn’t have to be. If
The Internal Revenue Service (IRS) allows distributions to be excluded from income if they are rolled over to an eligible
The payment of expenses by an ERISA plan (401(k), defined benefit plan, money purchase plan, etc.) out of plan assets
As a plan sponsor and fiduciary of your company’s retirement plan, keeping an up-to-date fiduciary file is critical. To begin,
After years of proposed regulation issuance, comment periods, drafting and anticipation, the Department of Labor (DOL) finally published final guidance regarding the definition
Many plan sponsors mistakenly believe that they are not required to offer the retirement plan to part-time employees. Regardless of
With most retirement plans, the fiduciary responsibility of selecting and monitoring the plan’s menu of investments is designated to a
Since the inception of markets, there have been particular investments that garnered the attention of investors above all others. In
Negotiating Retirement Plan Fees with Your Provider According to plan sponsors, one of the most harrowing aspects of their fiduciary obligations is to ensure that
The qualitative review of a mutual fund helps support the quantitative analysis within the Scorecard System™ by providing color and insight into the portfolio and
The thought of transitioning from one service provider to another may be intimidating and overwhelming. It doesn’t have to be. If you work with an experienced
The Internal Revenue Service (IRS) allows distributions to be excluded from income if they are rolled over to an eligible retirement plan or Individual Retirement
The payment of expenses by an ERISA plan (401(k), defined benefit plan, money purchase plan, etc.) out of plan assets is subject to ERISA’s fiduciary
As a plan sponsor and fiduciary of your company’s retirement plan, keeping an up-to-date fiduciary file is critical. To begin, we recommend preparing your file
After years of proposed regulation issuance, comment periods, drafting and anticipation, the Department of Labor (DOL) finally published final guidance regarding the definition of “fiduciary” on April 8, 2016.
Many plan sponsors mistakenly believe that they are not required to offer the retirement plan to part-time employees. Regardless of what type of retirement plan
With most retirement plans, the fiduciary responsibility of selecting and monitoring the plan’s menu of investments is designated to a retirement plan investment committee. This
Since the inception of markets, there have been particular investments that garnered the attention of investors above all others. In the 1600s it was the
Negotiating Retirement Plan Fees with Your Provider According to plan sponsors, one of the most harrowing aspects of their fiduciary
The qualitative review of a mutual fund helps support the quantitative analysis within the Scorecard System™ by providing color and
The thought of transitioning from one service provider to another may be intimidating and overwhelming. It doesn’t have to be. If
The Internal Revenue Service (IRS) allows distributions to be excluded from income if they are rolled over to an eligible
The payment of expenses by an ERISA plan (401(k), defined benefit plan, money purchase plan, etc.) out of plan assets
As a plan sponsor and fiduciary of your company’s retirement plan, keeping an up-to-date fiduciary file is critical. To begin,
After years of proposed regulation issuance, comment periods, drafting and anticipation, the Department of Labor (DOL) finally published final guidance regarding the definition
Many plan sponsors mistakenly believe that they are not required to offer the retirement plan to part-time employees. Regardless of
With most retirement plans, the fiduciary responsibility of selecting and monitoring the plan’s menu of investments is designated to a
Since the inception of markets, there have been particular investments that garnered the attention of investors above all others. In
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
