The MoneyAdvice@Work® Team at Francis Investment Counsel provides holistic financial education and advice services to the employees of the organizations we serve. This...
Economists’ bullish outlook is driven by a number of factors, but a distinct turn in sentiment can be traced back to a specific...
There's no pre-approved report card for retirement plan advisors. So how do you determine if your advisor is adding value to the operation...
Featured in PLANSPONSOR Magazine, Francis Investment Counsel's Cliff Dunteman details key facets of retirement plans that committees should cover in their quarterly meetings. Access...
Director of Research Kevin Roloff addresses market highs and why today’s environment is the perfect storm for whipsawing individual stocks....
Review the purpose of plan restatements, the basic parts of pre-approved plans, and why plan sponsors must comply....