*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.
Subsequent to the 2012 implementation of ERISA fee reporting regulations (ERISA 408(b)(2) & 404(a)(5)), the Department of Labor (DOL) began
Some retirement plan expenses can be paid for with plan assets – but many can’t. Which are the “reasonable and
The Form 5500 is an ERISA requirement for retirement plans to report and disclose operating procedures. Advisors use this to
Welcome to Hey Joel! This forum answers plan sponsor questions from all over the country by our in-house former practicing
Many plan sponsors struggle with deciding how many investment options to offer in their retirement plans. While people generally like
Michael Viljak, Manager, Advisor Development As a retirement plan sponsor, you want your employees to save the most they can
“Stay Calm” is the advice from Pat Zumbusch, Wellspring’s Founder and CEO. “Unless something dramatic has changed in someone’s life,
Managing uncashed retirement checks may be considered a nuisance by plan administrators. Nevertheless, the employer still has fiduciary responsibility when
A partial plan termination is presumed by the IRS to occur when 20 percent or more of a company’s employees
It may be advantageous for a plan sponsor to consider adopting a traditional safe harbor design for their retirement plan.
Subsequent to the 2012 implementation of ERISA fee reporting regulations (ERISA 408(b)(2) & 404(a)(5)), the Department of Labor (DOL) began to consider the appropriateness of
Some retirement plan expenses can be paid for with plan assets – but many can’t. Which are the “reasonable and necessary” retirement plan expenses that
The Form 5500 is an ERISA requirement for retirement plans to report and disclose operating procedures. Advisors use this to confirm that plans are managed
Welcome to Hey Joel! This forum answers plan sponsor questions from all over the country by our in-house former practicing ERISA attorney. Hey Joel, What’s
Many plan sponsors struggle with deciding how many investment options to offer in their retirement plans. While people generally like to have lots of options
Michael Viljak, Manager, Advisor Development As a retirement plan sponsor, you want your employees to save the most they can in order to reach their
“Stay Calm” is the advice from Pat Zumbusch, Wellspring’s Founder and CEO. “Unless something dramatic has changed in someone’s life, then don’t let the current
Managing uncashed retirement checks may be considered a nuisance by plan administrators. Nevertheless, the employer still has fiduciary responsibility when a former employee fails to
A partial plan termination is presumed by the IRS to occur when 20 percent or more of a company’s employees are no longer eligible to
It may be advantageous for a plan sponsor to consider adopting a traditional safe harbor design for their retirement plan. Adopting a safe harbor retirement
Subsequent to the 2012 implementation of ERISA fee reporting regulations (ERISA 408(b)(2) & 404(a)(5)), the Department of Labor (DOL) began
Some retirement plan expenses can be paid for with plan assets – but many can’t. Which are the “reasonable and
The Form 5500 is an ERISA requirement for retirement plans to report and disclose operating procedures. Advisors use this to
Welcome to Hey Joel! This forum answers plan sponsor questions from all over the country by our in-house former practicing
Many plan sponsors struggle with deciding how many investment options to offer in their retirement plans. While people generally like
Michael Viljak, Manager, Advisor Development As a retirement plan sponsor, you want your employees to save the most they can
“Stay Calm” is the advice from Pat Zumbusch, Wellspring’s Founder and CEO. “Unless something dramatic has changed in someone’s life,
Managing uncashed retirement checks may be considered a nuisance by plan administrators. Nevertheless, the employer still has fiduciary responsibility when
A partial plan termination is presumed by the IRS to occur when 20 percent or more of a company’s employees
It may be advantageous for a plan sponsor to consider adopting a traditional safe harbor design for their retirement plan.
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:
