Search Results

Showing 141 to 150 of 596 results for Succession Planning

  • Plan Design: Going Beyond the Regulations in Retirement Plan Strategy

    Plan design is the architectural blueprint of a retirement plan, determining its functionality and effectiveness. You may already know you want a Safe Harbor plan. That’s a great start … but it’s only a start. Learn more about plan design.

  • Foundations of a Financial Plan

    Designed for individuals approaching retirement age, this session explores the six key components of a comprehensive financial plan and outlines the planning process most financial professionals follow

  • Viktor Gottlieb SVP, Senior Commercial Banking Manager - Milwaukee

    As SVP, Senior Commercial Banking Manager for the Milwaukee region, Vik is responsible for overseeing the operational success of Commercial Banking in Milwaukee. He and his team partner with Commercial Banking clients to deliver comprehensive financial solutions, including banking, wealth and insurance services. Along with managing the Milwaukee team, Vik builds strong relationships with clients by taking time to truly understand the strategic goals and direction of their business. He develops partnerships with associates at all levels of an organization and aims to be a dependable financial partner that clients can trust.

  • Building a Plan to Handle Uncertain Times

    A disease that we don’t understand. A solution, social distancing, that we have never experienced. A stock market reacting negatively, as the stock market does, to uncertainty. An economy stressed by being shuttered. That is a lot of uncertainty.

    In times of uncertainty, it is critical to separate things we can control from things we cannot.

  • Making the Most of Your 401(k) Plan

    Your 401(k) plan may be one of your largest assets, so how you manage it is critical to the success of your overall retirement plan. Rather than considering your 401(k) in isolation, think about it as part of your whole retirement plan.

  • Alternative Assets in Defined Contribution Plans

    On August 7, 2025, President Trump signed an executive order titled “Democratizing Access to Alternative Assets for 401(k) Investors.” Soon, plan sponsors may need to decide whether to include alternative investments among plan options—and plan participants, in turn, whether to select them. VP Wealth Portfolio Manager Joe Guerin, CFA explains in this week’s Wealth Insights.

  • Eric Zwicky, RPA, AIF® VP Retirement Plan Services Advisor

    As VP Retirement Plan Services Advisor, Eric specializes in developing and maintaining meaningful long-term relationships with clients seeking tailored retirement solutions. His experience in the trust and wealth industry ranges from mutual fund accounting, to the settlement of trades and now working with individuals and companies to help them understand the importance of saving for retirement and the proper ways to get there. Eric understands the struggles of balancing savings versus debt and puts the complicated investing jargon into terms that everyone can understand. And using a tag-team approach with an investment advisor, he plays a key role in helping your employees understand how to utilize the benefits to the fullest extent and to learn about how their plan works, the investments within, and how to tie it all together to maintain a proper retirement plan. The retirement plan is only one important part of a client’s whole financial picture, and tying debt with savings is a crucial part of hitting financial goals.

  • Kevin Tydrick, CFP® VP Retirement Plan Services Advisor

    As Vice President, Wealth RPS Advisor, Kevin is responsible for 401(k), 403(b), profit sharing and other qualified plans in the Racine and Kenosha marketplace. His primary responsibilities include assisting plan sponsors with plan design and investment menu construction. Kevin is dedicated to helping plan participants understand their company’s retirement plan. Kevin's experience includes working with retirement plans ranging in size from small local start-ups to national Fortune 500 companies exceeding 40,000 participants and $1.5 billion in assets.

  • Emily Tornow VP Wealth Retirement Plan Services Advisor CEBS®, RPA

    As VP, Wealth RPS Advisor, Emily implements retirement plan solutions for businesses.  She works closely with plan sponsors on an ongoing basis in plan design, ERISA regulatory and compliance, plan administration and employee communication. She is responsible for new client conversions, management of retirement plans, conducting participant enrollment meetings and continuing employee education programs. Emily also leads the creation and maintenance of plan documents.

  • Southwest Airlines

    Your Southwest Airlines 401(k) is the cornerstone to your retirement planning. The sooner you begin to create your financial and retirement plan, the greater your opportunity to retire successfully.

Back to Top