This week, we’re joined by David Kulchar, Managing Director of Retirement Plan Services with Oswald Financial. Kulchar is a pioneer in the retirement plan advisory space with a high level of ERISA expertise. As our June Top Advisor By Participant Outcomes (TAPO), he describes a recent plan sponsor case of which he’s particularly proud.
With more than 20 years serving financial markets, John Sullivan is the former editor-in-chief of 401(k) Specialist and Investment Advisor magazine and retirement editor of ThinkAdvisor.com. Sullivan is also the former editor of Boomer Market Advisor and Bank Advisor magazines, and has a background in the insurance and investment industries in addition to his journalism roots. Experienced financial services content executive specializing in creative new media delivery. He joined the American Retirement Association in 2023 as Chief Content Officer, overseeing communications for the organization, as well as its sister organizations.
