¿El Seguro Social va a estar en bancarrota? (Artículo)
Aborda la idea errónea sobre la quiebra del Seguro Social y los cambios que podrían hacer los legisladores para aumentar su seguridad financiera....
COVID-19 and your Retirement Plan
Acting as a fiduciary to a retirement plan benefit is no easy task, especially in times of economic volatility. Francis Investment Counsel is ready to help.
Here you will find resources and updates designed with your retirement plan committee and your employees in mind.
Retirement Plan Committee Resources
Plan recommendations and legislative updates that require action by plan sponsors
Millions of Americans filed unemployment claims in the fallout of the COVID-19 pandemic. This dramatic increase makes unemployment programs prime targets for fraud. As an employer, there are specific steps you can take to minimize the risk of unemployment fraud for your employee population.
As the roller coaster that is 2020 continues, join experts from Francis Investment Counsel for the Fiduciary Advice @ Work Podcast. From managing negative emotions to reaping the benefits of financial advice, experts from the team discuss strategies for overcoming economic uncertainty.
Gain market insights from our investment research team. This group regularly interacts with investment managers and diligently monitors broader economic trends. Tune in for their market update messages.
The CARES Act contains numerous provisions, some of which specifically impact the administration of corporate retirement plans. Learn what plan committees need to know regarding this legislation.
Employee Resources
Helpful tips and insights to pass along to your employees
A fraudulent unemployment claim poses little financial risk, but it does mean your personal information has been compromised. MoneyAdvice@Work® Advisor Kelli Send covers what steps you can take to combat unemployment fraud.
Witnessing the dramatic market downturn may make your stomach turn, but pause before you make the mistake of selling out of your investments. Consider, instead, some smarter money moves detailed in the latest video from MoneyAdvice@Work®.
Experts from Francis Investment Counsel discuss the ongoing impact of the coronavirus pandemic on economic activity as well as key provisions established by the CARES Act. (Recorded Thursday, April 9, 2020)
Connect your employees to immediate money advice
Francis Investment Counsel is providing access to its MoneyAdvice@Work® Team at a significantly discounted rate. If you are interested in providing your employees with direct access to credentialed financial advisors, please reach out to David Mandel via email or by phone at 612-638-6766.
Ongoing Updates
Follow along for tips and insights from the MoneyAdvice@Work® Team and other experts at Francis Investment Counsel regarding coronavirus and its impact on financial markets.
Is Social Security Really Going Broke? (Article)
Discusses the misconception regarding Social Security going broke and what changes lawmakers might make to increase its financial security...
El Dinero no es Solo Dinero (Artículo)
¿Sabía que usted tiene una “personalidad de dinero”? Siga leyendo para obtener más información y descubrir cómo puede usar su personalidad única para ayudarlo a administrar mejor su dinero....
Money Isn’t Just Money (Article)
Did you know that you have a “money personality?” Read on to learn more and find out how you can use your unique personality to help you best manage your money. ...
¿Qué pasó con Silicon Valley Bank? (Artículo)
Una explicación de lo que sucedió con Silicon Valley Bank y cómo proteger sus cuentas....
Banks and Burgers: What Happened at SVB? (Video)
An explanation of a “run on a bank” and how to protect your accounts....
No Conflicts. Ever.
Learn more about Francis Investment Counsel and MoneyAdvice@Work®
Francis Investment Counsel was founded with a vision – to help companies design and operate the best retirement plans possible and to help employees better manage their family finances. We understand it is challenging to decipher the nuances between service providers. When you get to know our team, you will see we stand apart from other investment consulting and financial wellness service providers because we are straightforward and completely conflict-free.
From retirement plan oversight to investment manager due diligence, our team of investment consulting professionals is ready to help your committee design and operate the best retirement plan possible.
No two organizations are exactly the same. No two financial wellness benefits are, either. Our MoneyAdvice@Work® services give you the flexibility to custom-build a meaningful benefit for your employees.