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ERC Partners

Oswald Financial, Inc. (OFI) specializes in the design, implementation and ongoing management of qualified retirement plans to fulfill a specific set of objectives set by clients. With their staff of dedicated retirement plan specialists, they are uniquely positioned to provide the highest level of service and consultation for retirement plan sponsors and their employees.
Oswald Financial

ERC Member Services:
Complete retirement plan review and individual meetings with every employee to ensure that their retirement portfolio is appropriately aligned with their individual retirement goals.

Oswald Financial, Inc. can work with all types of retirement plans including, but not exclusive to, 401(k), Profit Sharing, Defined Benefit, 403(b), 457, SEP, Simple IRA, 401(k) Mirror Plans for executives, Income Replacement Ratio Analysis, Defined Contribution and coordinating Deferred Compensation Plans with a Qualified Plan.

ERC Member Savings:

  • Comprehensive Plan Review - Fees Waived (Typical fees range from $1,500 - $6,000) See below.
  • Plan Design Consultation - Fees Waived (Typical fees range from $500 - $1,000)
  • Oswald Financial Paperless 401(k)™ - Savings of $250 - $750 annually

 

 Dave Kulchar
Oswald Financial, Inc.
Ph: 216/367-8752
Fx: 216/367-8753
Em: dkulchar@oswaldfinancial.com
www.oswaldfinancial.com

 
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Ph: 440/684-9700 / Fx: 440/684-9760