Learn how to set up your diverse workforce for financial success with practical tips on creating an inclusive financial wellness and retirement plan benefit.
Category: Blogs
Francis Financial Planner WINS Retirement Plan Adviser of the Year Award for Efforts in DEI
Liz Aidoo announced as 2024’s Retirement Plan Adviser of the Year for Efforts in DEI. Read more about Liz’s amazing work and how she champions DEI at Francis and at our clients.
Maximizing your retirement savings by minimizing your taxes
Maximize retirement savings by minimizing your taxes using these 4 strategies.
The PLANADVISER Interview: Michael Francis, Francis LLC
Article written by: Alex Ortolani, PlanAdviser and posted to PlanAdviser magazine When Francis was first started in 2004, it was built upon the firm belief that America’s workers deserve better. Our business model serves as a great example in the industry of how to serve retirement plan committees and their organizations’ employees with… Continue reading The PLANADVISER Interview: Michael Francis, Francis LLC
Understanding ERISA Fiduciary Duties (Webinar)
ERISA (Employee Retirement Income Security Act) is a federal law that sets standards for most private industry retirement plans: including 401(k) plans, 403 (b) plans, defined benefit plans, and profit-sharing plans. ERISA requires plan sponsors and other fiduciaries to act prudently and solely in the interest of plan participants and beneficiaries. Learn the critical elements… Continue reading Understanding ERISA Fiduciary Duties (Webinar)
Could this be the Financial Panic of 2023?
Investor’s Outlook April 2023. Written by Edward McIlveen, CFA (Chief Investment Officer of Francis LLC). Welcome to this quarter’s edition of Investor’s Outlook. In this issue we look at the recent banking scare caused by the failure of Silicon Valley Bank and address some of today’s most pressing questions: Could this turn into a full-blown… Continue reading Could this be the Financial Panic of 2023?
More Updates to the CARES Act and Good News for Safe Harbor Plans
Two recent (IRS) Notices further clarified provisions of the CARES Act, specifically, participant loans and Required Minimum Distributions (RMDs).
The Second War on Inflation
Fed Chair Jay Powell endorsed “inflation targeting” and loose monetary policy in September 2020 but has since discarded that script, now seeking to assure the public the Fed is committed to bringing the surge in inflation under control.
Bitcoin, CryptoPunks & NFTs: The Economics of Digital Assets
Take a look at the economics of digital assets and explore a strategy for incorporating this into a portfolio.
Monitoring Recordkeeper Activity
Vice president and investment consultant Cliff Dunteman explains why recent ERISA litigation should prompt plan sponsors to monitor their recordkeepers’ activities.
