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.
Employees fail to enroll in their retirement plan for a variety of reasons. They may be intimidated if it’s their
COVID-19 has posed a duel set of related challenges for plan sponsors and participants. For employees, the pandemic has pitted
Plan sponsors and retirement plan committees are likely to encounter a myriad of industry-related naming devices and designations. It is
A retirement plan committee consists of co-fiduciaries who are responsible for all plan management activities that have been delegated to
Eligible employers may be able to claim a tax credit of up to $5,000, for three years, for the ordinary
The qualified default investment alternative (“QDIA”) is arguably the most important in a plan’s investment menu. By far the most
Excessive fee litigation is increasing at a steady pace and all signs are it will continue to increase. The positive
Investment refresh is an optional extension to automatic enrollment whereby participants would be notified that, as of a certain date,
An ounce of prevention is worth a pound of cure. This saying is universal, and certainly applies to fiduciary responsibility.
The coronavirus relief includes a “temporary rule preventing partial plan terminations” for plan sponsors of defined contribution retirement plans. The
Employees fail to enroll in their retirement plan for a variety of reasons. They may be intimidated if it’s their first time around or they
COVID-19 has posed a duel set of related challenges for plan sponsors and participants. For employees, the pandemic has pitted more immediate financial needs against
Plan sponsors and retirement plan committees are likely to encounter a myriad of industry-related naming devices and designations. It is important that they understand what
A retirement plan committee consists of co-fiduciaries who are responsible for all plan management activities that have been delegated to them by their plan’s named
Eligible employers may be able to claim a tax credit of up to $5,000, for three years, for the ordinary and necessary costs of starting
The qualified default investment alternative (“QDIA”) is arguably the most important in a plan’s investment menu. By far the most often selected QDIA investment is
Excessive fee litigation is increasing at a steady pace and all signs are it will continue to increase. The positive side of this situation is
Investment refresh is an optional extension to automatic enrollment whereby participants would be notified that, as of a certain date, their current investment allocation will
An ounce of prevention is worth a pound of cure. This saying is universal, and certainly applies to fiduciary responsibility. Beginning the year with an
The coronavirus relief includes a “temporary rule preventing partial plan terminations” for plan sponsors of defined contribution retirement plans. The provision specifically states, “A plan
Employees fail to enroll in their retirement plan for a variety of reasons. They may be intimidated if it’s their
COVID-19 has posed a duel set of related challenges for plan sponsors and participants. For employees, the pandemic has pitted
Plan sponsors and retirement plan committees are likely to encounter a myriad of industry-related naming devices and designations. It is
A retirement plan committee consists of co-fiduciaries who are responsible for all plan management activities that have been delegated to
Eligible employers may be able to claim a tax credit of up to $5,000, for three years, for the ordinary
The qualified default investment alternative (“QDIA”) is arguably the most important in a plan’s investment menu. By far the most
Excessive fee litigation is increasing at a steady pace and all signs are it will continue to increase. The positive
Investment refresh is an optional extension to automatic enrollment whereby participants would be notified that, as of a certain date,
An ounce of prevention is worth a pound of cure. This saying is universal, and certainly applies to fiduciary responsibility.
The coronavirus relief includes a “temporary rule preventing partial plan terminations” for plan sponsors of defined contribution retirement plans. The
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
Salt Lake City, UT
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