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Recognized as a 
Top Advisor by PLANSPONSOR Magazine
(Award Details)


Recognized as a 2015 "Best in Class" 401(k) plan by PLANSPONSOR Magazine




Continuing Education in Action | 10/17/2016

Financial education is at the core of Francis Investment Counsel's culture. This extends not only to the retirement plan participants we serve, but to our staff as well.

Find out how our Firm encourages ongoing training.

Are Target Retirement Date Funds Right for You? | 10/3/2016

Advisor Kelli Send explains target retirement date funds and how to determine if they are the right investment approach for you. 

Watch the video now.

Use HSA to Supplement 401(k) Savings | 9/26/2016

With life expectancies expanding, funding a health savings account makes a lot of sense.

Read more to learn about this powerful savings tool.

Check out the MoneyAdvice@Work eNewsletter | 9/8/2016

Money tips and insights for retirement plan participants - Read more here.