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Pension plans are on fire in 2024, and we don’t mean they’re burning to the ground, but rather exploding. The largest U.S. corporate pension plans reached 100% funded at the end of 2023, according to a report in Pensions & Investments magazine. That’s great news, especially given the challenges that have led…

You work hard to protect your livelihood and family today, while planning for tomorrow. Securing the proper personal, life, health, disability and long-term care insurance solutions allows you to focus on your well-being in the present and financial security for the future. When these programs work together, it provides peace of mind knowing…

WATCH FULL WEBCAST (passcode: Talent22!) As employers focus on strategic planning for 2023 and beyond, the need to attract and retain employees in a tough labor market is top of mind. Compensation alone doesn’t build the engagement, culture and sense of belonging that a thoughtful employee experience and a well-rounded…

CLEVELAND – May 9, 2022 – Oswald Financial, Inc. was named by PLANADVISER’s magazine as award winner for 2022 Retirement Plan Adviser of the Year in the Diversity, Equity and Inclusion (DEI) category. The 2022 Retirement Plan Adviser finalists and winners in this category stand out for their success in…

Join us on, Tuesday, Oct. 19 at 12:00 p.m. EST, for a complimentary webinar in partnership with Invesco. This webinar will offer insightful information on planning for 2022 in the following areas: Cyber security risks as it relates to 401K plans Themes in defined contribution litigation Revolutionizing 401Ks with Pooled…

Most retirement plans impose caps on covered compensation that discriminates against highly compensated employees. With the new guidance issued in June on how the IRS will audit non-qualified deferred compensation plans, coupled with Congress expected to raise revenue for the infrastructure bills by significantly increasing IRS audit activity, it’s reasonable…

CLEVELAND – Oct. 28, 2020 – Oswald Financial Inc. is pleased to announce that both Michael Gheen and David Kulchar have been named to the 2020 edition of the Financial Times 401 Top Retirement Advisers. The list recognizes the top financial advisers who specialize in serving defined contribution (DC) retirement…

CLEVELAND – Oct. 11, 2019 – Oswald Financial Inc. is pleased to announce that both Michael Gheen and David Kulchar have been named to the 2019 edition of the Financial Times 401 Top Retirement Advisers. The list recognizes the top financial advisers who specialize in serving defined contribution (DC) retirement…

Cleveland, OH – April 26, 2019 – Oswald Financial, Inc. was named by PLANSPONSOR magazine as one of five finalists for 2019 Retirement Plan Adviser of the Year in the large team category. The 2019 Retirement Plan Adviser Finalists are segmented into four groups based on the number of advisers…

Oswald Financial, Inc. is pleased to announce that it has been recognized as one of the 2017 PLANADVISER Top 100 Retirement Plan Advisers for the fifth year in a row. The PLANADVISER Top 100 Retirement Plan Advisers is an annual listing of adviser individuals and teams that stand out in…