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Category: Blogs
Francis LLC Announces Election of New Shareholder, Elizabeth Aidoo, CFP®
Francis Financial Planner and Director of Inclusive Engagement Strategy to become a shareholder at Francis.
Francis & Client Awarded 2026 PENSIONS & INVESTMENTS EDDY for Outstanding Financial Wellness Program
Johnsonville and Francis win First Place Eddy award for their workplace financial wellness program.
Float Income and Retirement Plan Administration
Who does float income belong to, and do plan sponsors’ fiduciary duties apply? Learn how plans often handle float income and check in on how it’s being handled in your organization’s plan.
Can a case be made for active management?
Active vs passive investing. Learn more about the upsides, the risks, and how investors should be looking ahead.
Making a case for Roth 401(k) accounts in your retirement
Roth 401(k) accounts, available since 2006, offer relief by letting you save through payroll deduction, invest broadly, and withdraw all contributions and accumulated earnings entirely tax‑free.
Yes, You Can Max Out a Roth IRA (Even If It Feels Out of Reach Today)
A Roth IRA is one of the most powerful retirement tools available. You contribute after-tax dollars, and your growth and withdrawals in retirement are tax-free, assuming you follow the rules. For many people under the income limits, the real obstacle isn’t eligibility. It’s cash flow. The good news is that with a little scrutiny, most… Continue reading Yes, You Can Max Out a Roth IRA (Even If It Feels Out of Reach Today)
10 Traits of Top-Tier Recordkeepers
What are the traits of the best recordkeepers in the business? Check out this blog post to find out.
Supreme Court Decision Impacts Retirement Plan Sponsors
Explore the Supreme Court’s recent decision in Cunningham v. Cornell University, which shifts the burden of proof in ERISA litigation to retirement plan sponsors. Learn how this ruling increases the risk of “excessive fee” lawsuits and what fiduciary steps plan sponsors should take to mitigate exposure and ensure compliance.
2025 Top Retirement Plan Adviser: Michael Francis
In recognition of his selection as 2025 Top Retirement Plan Adviser, PLANADVISER interviewed Mike Francis on what makes Francis LLC unique.
