Investors can create a solid investment plan that will help them weather economic turmoil and set themselves up for future gains.
Category: Blogs
Excellence in Financial Literacy
Francis and two of its employees were honored with Financial Literacy Awards from the WI Governor, Tony Evers, for excellence in financial education.
Your Plan’s QDIA: Active vs. Passive Target Date
Your selection of your retirement plan’s QDIA is a critical decision that impacts a large number of plan participants. Weigh both active and passive target date funds as viable QDIA options.
Using Plan Assets to Pay Plan Expenses
Learn about the distinction between settlor and non-settlor expenses under ERISA, the proper use of participant forfeitures, and steps plan fiduciaries should take to ensure plan assets are used appropriately when paying plan expenses.
Managed Accounts: Weighing Cost and Customization
Learn about the rise of managed accounts as a QDIA and understand the difference between target date funds and professionally managed accounts.
How to Evaluate Your Retirement Plan Advisor
Understand these five key aspects of retirement plan oversight to ensure your organization’s retirement plan, its fiduciaries, and its participants are set up for success.
Francis Names Two New Partners
Francis announces the addition of two new shareholders to the Firm.
New rules make saving for retirement easier
New rules will make saving for retirement easier. Make sure you’re setting your future self up for success.
Bonds need to be a key part of retirement savings strategy
Explore why bonds need to be a key part of your retirement savings strategy.
Planning for Retirement? Here’s how to find a quality financial advisor.
Tips for finding a quality financial advisor
