Francis Financial Planner and Director of Inclusive Engagement Strategy to become a shareholder at Francis.
Tag: financial wellness
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.
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.
Boosting Benefits Engagement: Integrating Financial Wellness
See how this organization crafted a total rewards strategy that integrates all employee benefits and incentivizes employee participation.
How Fiduciary Duty and Cognitive Decline Intersect
Explore how plan sponsors can support their plan participants experiencing cognitive decline.
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.
