Oswald Financial | ERC Preferred Partner

Oswald Financial

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

New Service!!
Retirement Plan Hotline:
216/367-1085
Hotline Hours: M-F, 8:30 - 5:00

Em: RPShotline@oswaldfinancial.com


LinkedIn

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

FREE Services for Members:

  • Corporate Retirement Plan Review
    Free comprehensive corporate retirement plan review and plan design consultation from Oswald Financial.

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.

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.

Click here for a brief description of each section in a
Comprehensive Plan Review

Click here for an Information Request Checklist