¿Qué pasó con Silicon Valley Bank? (Artículo)
Una explicación de lo que sucedió con Silicon Valley Bank y cómo proteger sus cuentas....
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.
Banks and Burgers: What Happened at SVB? (Video)
An explanation of a “run on a bank” and how to protect your accounts....
Pasos para Ahorrar Tiempo y Dinero cuando Financie su Vehículo (Artículo)
Siga estos cuatro pasos y le ayudará ahorrar tiempo y dinero cuando financie su próximo vehículo....
Steps to Save Time and Money when Financing your Vehicle (Article)
Follow these four steps to help you save time and money when you’re ready to finance your next vehicle. ...
¿Cumplió 72 años en 2022? ¡Todavía se requieren los RMD antes del 1 de abril de 2023! (Artículo)
La Ley Secure 2.0 cambió muchas cosas en la planificación de la jubilación, incluida la edad en la que muchas personas deben recibir distribuciones de su plan de jubilación, pero si cumplió 72 años antes del 1 de enero de 2023, nada cambió para usted....
Did you turn 72 in 2022? RMDs are still required by April 1, 2023! (Article)
The Secure Act 2.0 changed a lot of things in retirement planning including the age which many people are required to take distributions from their retirement plan but if you turned 72 before January 1, 2023 nothing changed for you....
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.