Investment Firm Recognized Nationally for Building Corporate Retirement Plans

Francis Investment Counsel Named PLANSPONSOR’s Retirement Plan Adviser of the Year

BROOKFIELD, Wis. – July 17, 2018 – Francis Investment Counsel has been named 2018 Retirement Plan Adviser of the Year by PLANSPONSOR for its leadership and commitment to excellence on behalf of its clients while evolving best practices in the industry.

“We continue to see a demand for personalized financial advice and take pride in helping organizations design a meaningful benefit for their employees to help them achieve their financial goals,” said Michael Francis, president of Francis Investment Counsel. “Being named Retirement Plan Adviser of the Year is a testament to the strength of our advisory services and the value we place on building relationships with people through our people.”

Francis Investment Counsel fuses its investment consulting expertise with the latest tools and technology to advance financial wellness. Earlier this year, the firm launched its MoneyAdvice@Work® mobile application. The app provides plan sponsors with a powerful financial wellness offering for their employees, while employees receive the help they need from professionals they can trust.

PLANSPONSOR recognizes the nation’s best advisors each year; firms are nominated by industry peers and clients in four categories: individual, small team, large team and mega team. Francis Investment Counsel was honored in the large team category.

Previous PLANSPONSOR recognitions for Francis Investment Counsel include 2016 Retirement Plan Adviser of the Year Finalist and 2015 Best in Class 401(k) Plan.

Francis Investment Counsel is also a three-time Pensions&Investments Eddy Award recipient, including first place in 2018 for their design and delivery of creative financial education campaigns. The Firm’s MoneyAdvice@Work® mobile application also won a 2018 BizTimes I.Q. Award for Innovation.

Since 2004, Francis Investment Counsel has focused on a singular mission: to provide independent, conflict-free qualified plan consulting. “From the oversight processes for plan sponsors to the support we provide for employees, we have stayed true to our original objective, which was to help employees at all levels see their financial goals within reach,” Francis said.

For more information on Francis Investment Counsel, please call 866-232-6457 or go to

Contact: Anne Loppnow, Francis Investment Counsel
Phone: 262-781-8950

Claim of national recognition based on Francis Investment Counsel’s reception of third party awards. Please refer to disclaimer for award details. Receipt of awards should not be construed as a guarantee of future performance or results.