CLEVELAND – Sept. 13, 2016 – Oswald Companies, one of the largest independently owned insurance brokerages in the U.S., has announced the acquisition of Transactional Risk Advisors, LLC (TRA), a Cleveland-based insurance advisory firm for the mergers and acquisitions community. TRA was formed in 2012 by Jeff Phillips and Steve…

The legalization of marijuana remains a sticky subject for employers, including in Ohio and 26 other states where it remains illegal as of 2016. Download and share the following infographic, “The Effects of Marijuana Legalization in the U.S. Workplace,” presented by Assurex Global, and check out key discussion points within the industry. Even with…

CINCINNATI – July 28, 2016 – Oswald Companies has announced the appointments of Brian Baumgardner, ARM, Client Manager and Business Development, Property & Casualty, and Erin Blevins, CISR, Client Manager, Personal Insurance. “We proudly welcome Brian and Erin to our team,” said Moira Lyon, Market Leader Cincinnati. “Their experience and commitment to service will be tremendous…

A quick Google search of the phrase “cyber security” will result in more than 19,000,000 results in less than a second. If that’s not an indicator that this is a hot button issue, I don’t know what is. Based on my experience personally, and professionally in the medical device and…

WHAT is better to communicate and WHEN. Information Overload: we’re all suffering and we’re all guilty. There is a way to overcome this in your benefits communications. The vast majority of employer groups regularly try to cram all benefits enrollment information into one time a year, during open enrollment. This…

DETROIT– June 29, 2016 – Oswald Companies, one of the country’s largest independent insurance brokerage and risk management firms, has announced the promotion of Catherine Kosin to Detroit Market Leader. Kosin is a Senior Vice President for Oswald with nearly 20 years of industry and management experience. She joined the…

Cleveland, June 27, 2016 – Oswald Financial, Inc. is pleased to announce that it has been named as one of the 2016 PLANADVISER Top 100 Retirement Plan Advisers. The PLANADVISER Top 100 Retirement Plan Advisers is an annual listing of adviser individuals and teams that stand out in the industry…

CLEVELAND – June 20, 2016 – Oswald Companies proudly salutes its employee-owners. For the third consecutive year, and fourth year overall, Oswald has been named to the Top Workplaces list in Northeast Ohio, announced June 19, 2016. Evaluations for the Top Workplaces program are based on results from employee survey questions, which…

The firm continues advancement in 2016 through an expansion of its headquarters, and growth in global, middle market and personal divisions. CLEVELAND – June 13, 2016 – Oswald Companies – one of the largest independently owned insurance brokerages in the U.S. – has announced the acquisition of The Hoffman Group, an…

OSHA has delivered their final rule on the recordkeeping requirements. The new law goes into effect January 1, 2017 and has a three year phase in plan. These dates are July 1, 2017 (only 300A summation information), July 1, 2018 (partial requirement for all forms for large companies), and March 2,…