We have authored updates and recommendations designed to help you manage your ERISA fiduciary responsibilities to your retirement plan benefit.
Additionally, through our MoneyAdvice@Work® services, you also have access to resources specifically for your employees who may be struggling with important
financial decisions during this uncertain economic time.
We’re here to help you and your organization.
Please enter your name and your current employer to be redirected to our COVID-19 Resources page.
Who we are, what we do:
Francis Investment Counsel is an independent expert investment advisor to retirement plan sponsors. Our practice is focused on helping our clients design and operate the best retirement plans possible. Our MoneyAdvice@Work® financial wellness services provide sales-free financial education and personalized advice to our client’s employees and their families, empowering them to better manage their family finances.
Our team has one goal: To connect those we serve directly to the expert advice they need.