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Congratulations to Rotating Equipment Repair!


Francis Investment Counsel proudly congratulates our client, Rotating Equipment Repair, on their well-deserved recognition as a 2017 Plan Sponsor of the Year Finalist.


BROOKFIELD, Wis. – March 20, 2017 – Rotating Equipment Repair - located in Sussex, Wisconsin - partnered with Francis Investment Counsel beginning in April of 2014. Together, they made Rotating Equipment Repair's historically generous corporate retirement benefit even better.  


Rotating Equipment Repair's efforts were recognized as the organization was recently selected by PLANSPONSOR as a 2017 Plan Sponsor of the Year Finalist.


Rotating Equipment Repair joins five other finalists in the $10-50 million plan size category. The award, offered on an annual basis by PLANSPONSOR, is designed to recognize retirement plan sponsors who demonstrate commitment to their plan participants' financial health and retirement success. Complete details regarding the award and nomination process are available here.


With advancements in plan design, generous company contributions, and a default deferral rate of 6%, Rotating Equipment Repair is dedicated to providing a secure retirement for employees. The organization continues to drive engagement in the plan through ongoing financial education and personalized financial advice.


Rotating Equipment Repair will join finalists from across the country at PLANSPONSOR's annual ceremony in New York, where the winners of each plan size category will be announced.