By Michael J. Francis, CIMA®, JD, President & Chief Investment Officer at Francis Investment Counsel.
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In May 2013, the U.S. Department of Labor (DOL) issued proposed rules which would alter the way 401(k) participants receive their account balance information in the future.
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How do you tell the difference between a proposal for advice that is truly in your best interest and a sales pitch that is really disguised as advice?
MILWAUKEE, March 17, 2014 – Francis Investment Counsel, an independent qualified retirement plan investment consulting and workplace education firm, has earned a 2014 Eddy Award from Pensions & Investments.
MILWAUKEE, March 20, 2014 –Francis Investment Counsel has been named among the Top 100 Retirement Plan Advisers in the country by PlanSponsor Magazine. This is the 8th time Francis Investment Counsel has been recognized as one of the Nation’s “top” retirement plan advisors by PlanAdviser or its sister publication PlanSponsor Magazine.
Today, Francis celebrates 10 years of being 100% employee owned providing independent and conflict-free investment advisory services to well over $5 billion in retirement plan assets.
January 29, 2014 (PLANSPONSOR.com) – Plan sponsors need to inform participants of same-gender marriage retirement plan rule changes—or risk financial liability.
As big proponents of tax-free investing, we routinely ask, Why don’t you offer this powerful wealth accumulation tool to your employees? The most common response we receive is ... Click here to read more.
Rethinking your pre-retiree downshift away from stocks
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We are pleased to announce the addition of Anne Loppnow as Education Services Coordinator with the firm.
Joseph Topp and Kelli Send will be presenting next week at the WI SHRM State Conference.
Check here for new Money University 2013 class videos!
JS 401(k) Adviser Column 3-31-13 - Qualified Retirement Account Withdrawals
Conflicts of interest are revealed in a recent review of investment consultants.
401(k) ADVISER MICHAEL J. FRANCIS
"I am asked with increasing frequency about the possibility of some 401(k) tax advantages being taken away."