Financial stress of the workforce impacts an organization’s bottom line. A comprehensive financial wellness program helps to reduce money stress and improve employee productivity, satisfaction, and retirement readiness.
Tag: financial planning
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.
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.
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.
