Beware of asset-based fees on your retirement assets
Saving and investing receive plenty of attention, but in a recent article published by the Star Tribune, Francis Investment Counsel's Mike Francis summarizes...
January 18, 2021
Resources
Market Update (Video)
U.S. equity performance and inflation on the radar as investors shift focus to 2021. Hear thoughts from the Firm's investment committee, delivered by...
January 13, 2021
Emergency Savings: The New Must-Have Plan Design Feature?
After-tax contributions in retirement plans allows individuals to use these contributions as a source for emergency savings....
December 17, 2020
Is Custom Always Better?
Featured in the BenefitsLink Retirement Plans Newsletter, we discuss whether "custom is always better" when it comes to target retirement date strategies. Learn more...
December 9, 2020
Custom Target Retirement Date Strategies
Target retirement date (TRD) strategies are the most popular form of qualified default investment alternative. But is a custom TRD always better?...
December 9, 2020
Everyone has a Stake
Featured in PLANSPONSOR Magazine, Francis Investment Counsel's Ed McIlveen shares his thoughts on company stock in retirement plans. Read the full article here. Free subscription...
November 16, 2020