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…
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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…
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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…
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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…
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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…
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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…
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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…
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