AssessmentFinancefinancial wellnessOswald FinancialWellness ProgramWhy Financial Wellness Is The Next Benefit Your Company Needs August 11, 2023August 30, 2016 by Liz Maier-Liu We asked Oswald Financial’s Dave Kulchar and Mike Gheen for their expertise on employee financial wellness programs.3 minute readRead More
401kCompensation & BenefitsOswald FinancialretirementIs Your Company on the Right Track with 401(k) Plans? March 30, 2014 by Liz Maier-Liu http://www.yourerc.com/cost-savings/retirement-plan-services Dave Kulchar talks about Oswald Financial's unique PlanSuccess 401(k) Behavioral Audit program. This tool…5 minute readRead More
401kCompensation & BenefitsEmployment Law & Legal UpdatesERISAOswald FinancialPlanningretirementNew Retirement Plan Requirements: 4 Things Employers Must Do June 27, 2012 by Liz Maier-Liu The Department of Labor's final rules under the Employee Retirement Security Act of 1974 (ERISA) start…6 minute readRead More
408(b)(2)Compensation & BenefitsFiduciaryOswald FinancialFast facts about Section 408(b)(2) September 29, 2011 by Liz Maier-Liu Section 408(b)(2), a 2012 regulation for retirement plan fiduciaries enacted by the Department of Labor, was…1 minute readRead More