Episode 6: ERISA Expertise as a Competitive Differentiator

lifetime income options

Image credit: © Andrii Yalanskyi | Dreamstime.com

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.

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