Are YOU responsible for the success of your organization’s retirement plan benefits? Francis can help.
Olmsted Medical Center: Proactive Plan Cost Management
We discuss how a proactive approach helped lower retirement plan costs and improve fee transparency for plan participants.
Is Financial Wellness a Passing Fad?
In this episode, we focus our discussion on the concept of financial wellness. While its popularity resulted in an explosion of services and solutions, will this interest last?
Money and Diversity: A Path to Promoting Equality in the Workplace
You’ll learn why our culture, ethnicity, and upbringing affect our relationships with money and how these factors impact the financial planning process.
The Way Back: Economic Recovery in the Wake of COVID-19
Macroeconomic challenges, the psychology of investing, and how to frame investment opportunities during the COVID-19 global pandemic.
Mastering Emotions in the midst of Market Volatility
How do institutional investors keep their emotions in check?
The Power of Financial Advice
The impact of financial advice and how employees and organizations as a whole benefit from sales-free advice relationships.
Under Review: How to Evaluate a Recordkeeping Relationship
The role of a recordkeeper to a retirement plan benefit, trends in recordkeeping across the industry, and key elements for plan sponsors to focus on.
Due Diligence Process for Managed Accounts
From fees to data privacy, learn what you need to know about the managed accounts due diligence process.
The Basics of Managed Accounts
Understand the benefits and drawbacks of offerings such as managed accounts.