*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.
So much about financial wellness has to do with cultivating a mindset that favors delayed versus immediate gratification. In the
Both, ERISA and the IRS requires that DC plan loans reflect a “reasonable rate of interest”. DOL Reg Section 2550.408b-1
Most companies and organizations’ human resources departments and C-suites are seeking efficiencies and risk mitigation for their entities. For those,
No one wants to be caught flat-footed when the auditors come calling. And with a new standard issued by the
In the retirement plan industry, all too often we tend to conflate financial wellness with retirement readiness — whether that
A recent IRS Issue Snapshot (link below) affirms that a participant loan is a legally enforceable agreement and terms of
IRS Limits on Retirement Benefits and Compensation As published in IRS News Release IR-2021-216, Nov. 4, 2021 2022 2021
Bills in both the House and the Senate aim to build on the SECURE Act passed in 2019. This legislation
The Board of Trustees for Social Security recently issued its annual report. This report states the trust fund for Social
Historically, there has been little litigation involving retirement plans. But in recent years such litigation has exploded. This began with
So much about financial wellness has to do with cultivating a mindset that favors delayed versus immediate gratification. In the language of behavioral economics, the
Both, ERISA and the IRS requires that DC plan loans reflect a “reasonable rate of interest”. DOL Reg Section 2550.408b-1 states that “a loan will
Most companies and organizations’ human resources departments and C-suites are seeking efficiencies and risk mitigation for their entities. For those, and a myriad of other,
No one wants to be caught flat-footed when the auditors come calling. And with a new standard issued by the American Institute of Certified Public
In the retirement plan industry, all too often we tend to conflate financial wellness with retirement readiness — whether that means confidence in obtaining retirement
A recent IRS Issue Snapshot (link below) affirms that a participant loan is a legally enforceable agreement and terms of the loan agreement must comply
IRS Limits on Retirement Benefits and Compensation As published in IRS News Release IR-2021-216, Nov. 4, 2021 2022 2021 2020 401(k), 403(b), 457 Elective
Bills in both the House and the Senate aim to build on the SECURE Act passed in 2019. This legislation is called Securing a Strong
The Board of Trustees for Social Security recently issued its annual report. This report states the trust fund for Social Security Old Age, Survivors and
Historically, there has been little litigation involving retirement plans. But in recent years such litigation has exploded. This began with what are known as “stock
So much about financial wellness has to do with cultivating a mindset that favors delayed versus immediate gratification. In the
Both, ERISA and the IRS requires that DC plan loans reflect a “reasonable rate of interest”. DOL Reg Section 2550.408b-1
Most companies and organizations’ human resources departments and C-suites are seeking efficiencies and risk mitigation for their entities. For those,
No one wants to be caught flat-footed when the auditors come calling. And with a new standard issued by the
In the retirement plan industry, all too often we tend to conflate financial wellness with retirement readiness — whether that
A recent IRS Issue Snapshot (link below) affirms that a participant loan is a legally enforceable agreement and terms of
IRS Limits on Retirement Benefits and Compensation As published in IRS News Release IR-2021-216, Nov. 4, 2021 2022 2021
Bills in both the House and the Senate aim to build on the SECURE Act passed in 2019. This legislation
The Board of Trustees for Social Security recently issued its annual report. This report states the trust fund for Social
Historically, there has been little litigation involving retirement plans. But in recent years such litigation has exploded. This began with
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:
