Oswald Financial, Inc. (OFI) is an independent financial firm specializing in all aspects of retirement plans. We design plans that best suit the needs of your employees. We also assist with the implementation of fiduciary standards while providing the ongoing due diligence that enables your company to offer an appropriate mix of investment options to your employees.
As specialists in company retirement plans, we can deliver services that have, traditionally, only been available to larger plans: heightened best practices and investment due diligence, open architecture, overall plan analysis and design assistance, independent vendor search and benchmarking analysis, as well as high-quality service and communications. We surround our core expertise in company retirement plans with other services, including comprehensive wealth planning.
ERC Member Services:
Complete retirement plan review and individual meetings with every employee to ensure that their retirement portfolio is appropriately aligned with their individual retirement goals.
Comprehensive Plan Review: Fees Waived (Typical fees range from $1,500 - $6,000) See below.
Plan Design Consultation: Fees Waived (Typical fees range from $500 - $1,000)
Oswald Financial, Inc. can work with all types of retirement plans including, but not exclusive to, 401(k), Profit Sharing, Defined Benefit, 403(b), 457, SEP, Simple IRA, 401(k) Mirror Plans for executives, Income Replacement Ratio Analysis, Defined Contribution and coordinating Deferred Compensation Plans with a Qualified Plan.