Search Results

Showing 71 to 80 of 531 results for Planning

  • 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.

  • Bret Almstedt SVP Director of Retirement Plan Services

    As Senior Vice President, Director of Retirement Plan Services, Bret leads our team of experienced retirement plan professionals. He and his team take the time to understand your organization and your goals. Their aim is to become your trusted advisor and plan consultant — offering tailored plan sponsor services and employee education solutions to help you attract, retain and grow your team. They believe that a successful retirement plan empowers your employees through meaningful, actionable education, guidance and financial planning.

  • 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.

  • 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.

  • 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.

  • Business Owners & Estate Plans – The Playbook

    As a succession planner, people often ask me the question “what is a succession plan?” A succession plan is a strategy created by a business owner that addresses how to use the owner’s income and assets to maximize the owner’s happiness.

  • How to Maximize Your Pension Plan Payments in Retirement

    Your airline's pension plan, or defined benefit plan (A Plan/PBGC), is designed to provide you with a lifetime of income in retirement—your retirement “paycheck.”

  • Five Events That Can Ruin a Succession Plan

    This is part of an ongoing series of articles about estate planning and succession planning, written by Joe Maier, JD, CPA, Senior Vice President, Director of Wealth Strategy

  • How will Biden's new tax plan affect you?

    With mortgage rates being so low, it may be the best time to find that new home-- if you're up to the challenge of battling other interested buyers in the competitive market. On the latest episode of The GoGedders Podcast, we talk about the crazy Milwaukee housing market with some of our local experts.

  • New Johnson Financial Group Branch Planned In West Milwaukee and Delafield

    Johnson Financial Group is planning to build a 4,500-square-foot retail branch at 4319 W. National Ave. in West Milwaukee.

Back to Top