AssessmentFinancefinancial wellnessOswald FinancialWellness Program Why Financial Wellness Is The Next Benefit Your Company Needs September 23, 2024August 30, 2016 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 Financialretirement Is Your Company on the Right Track with 401(k) Plans? March 30, 2014 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
408(b)(2)Compensation & BenefitsFiduciaryOswald Financial Fast facts about Section 408(b)(2) September 29, 2011 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