*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.
Assets in Retirement Plans Top $35 Trillion According to data released by the Investment Company Institute, retirement assets in the
A retirement plan may have one or more fiduciaries who have distinct responsibilities, though many individuals and committees may serve
High participation rates don’t always translate to high deferral rates. According to the 2022 Callan Defined Contributions Trend Survey, three-quarters
From recent college grads struggling with student debt to seasoned professionals planning an imminent retirement, participants’ financial needs and goals
Without Congressional Action the Social Security Trust Funds will be Exhausted in 2034 If current trends continue, the Social Security
When it comes to monitoring and selecting investments, the responsibility lies with the ERISA fiduciary for managing your company’s 401(k)
By offering — and encouraging — catch-up contributions, plan sponsors can demonstrate a heightened commitment to employee retirement readiness. Over
Retirement plan committees can help plans function more efficiently and effectively. They aren’t a requirement under ERISA, though many organizations
The designated benchmarks used within the Scorecard System were selected because they are the most appropriate and/or most commonly used
Across the nation, more and more workers are expecting to postpone retirement. In fact, a survey by the Nationwide Retirement
Assets in Retirement Plans Top $35 Trillion According to data released by the Investment Company Institute, retirement assets in the US grew by 3.5% quarter
A retirement plan may have one or more fiduciaries who have distinct responsibilities, though many individuals and committees may serve in multiple fiduciary roles. Here
High participation rates don’t always translate to high deferral rates. According to the 2022 Callan Defined Contributions Trend Survey, three-quarters of DC plans offer auto-enrollment,
From recent college grads struggling with student debt to seasoned professionals planning an imminent retirement, participants’ financial needs and goals are as diverse as the
Without Congressional Action the Social Security Trust Funds will be Exhausted in 2034 If current trends continue, the Social Security trust funds will be completely
When it comes to monitoring and selecting investments, the responsibility lies with the ERISA fiduciary for managing your company’s 401(k) plan, and this means the
By offering — and encouraging — catch-up contributions, plan sponsors can demonstrate a heightened commitment to employee retirement readiness. Over a five-year period ending in
Retirement plan committees can help plans function more efficiently and effectively. They aren’t a requirement under ERISA, though many organizations choose to establish committees for
The designated benchmarks used within the Scorecard System were selected because they are the most appropriate and/or most commonly used indices in the marketplace (Russell
Across the nation, more and more workers are expecting to postpone retirement. In fact, a survey by the Nationwide Retirement Institute shows that 40% of
Assets in Retirement Plans Top $35 Trillion According to data released by the Investment Company Institute, retirement assets in the
A retirement plan may have one or more fiduciaries who have distinct responsibilities, though many individuals and committees may serve
High participation rates don’t always translate to high deferral rates. According to the 2022 Callan Defined Contributions Trend Survey, three-quarters
From recent college grads struggling with student debt to seasoned professionals planning an imminent retirement, participants’ financial needs and goals
Without Congressional Action the Social Security Trust Funds will be Exhausted in 2034 If current trends continue, the Social Security
When it comes to monitoring and selecting investments, the responsibility lies with the ERISA fiduciary for managing your company’s 401(k)
By offering — and encouraging — catch-up contributions, plan sponsors can demonstrate a heightened commitment to employee retirement readiness. Over
Retirement plan committees can help plans function more efficiently and effectively. They aren’t a requirement under ERISA, though many organizations
The designated benchmarks used within the Scorecard System were selected because they are the most appropriate and/or most commonly used
Across the nation, more and more workers are expecting to postpone retirement. In fact, a survey by the Nationwide Retirement
Licensed to practice in every state, it is the distinct honor of Wellspring Financial Partners to serve clients in 30 states throughout America. With our CERTIFIED FINANCIAL PLANNER® professionals located in both Arizona and Utah, contact us today about connecting with one of our CFP® Professionals to discover the peace and empowerment that comes from having a realistic, unique-to-you, highly personalized Financial Plan in place to provide for you and your loved ones.
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.
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Tucson, AZ 85712
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1-844-203-2402
contact@wellspringfp.com
wellspringfinancialpartners.com
