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

 


 


News

Focus on your 401(k) account performance | 10/6/2017
 
Besides not saving enough, one of the most common mistakes preventing 401(k) participants from achieving their retirement income goals is failure to pay close enough attention to the performance of their account. If you’re the kind of investor who operates on what can best be described as a “set it and forget it” investment strategy, you need to understand your apathy can have serious consequences. Let’s review the steps you should take to ensure your money is working as hard for you as you worked for it.
Employees Seek Help with Financial Procrastination | 7/5/2017
 

Francis Investment Counsel releases results of 2016 plan participant survey

Fiduciary Rule may Save your Account a Bundle | 7/3/2017
 

While industry experts are calling it the most important new investor protection in decades, consumers remain largely unaware of the fiduciary rule and its implications.

Read more here.

Standing Out by Looking Inward | 6/26/2017
 

Francis Investment Counsel's Mike Francis explains how understanding clients' perceptions helps the Firm stand out from the crowd.

Read the full article here.

Secret to Success | 6/22/2017
 



A gradual increase in savings can make a big difference for your retirement future.

Learn how in the latest MoneyAdvice@Work® Video Blog.