While 2022 was a challenging year, particularly from an economic and financial markets perspective, we remain confident that better days are ahead. Staying disciplined and patient has always proven to be the best course of action during uncertain times. This letter, however, is not about the markets or the economy or inflation for that matter. […]
Our Employer Retirement Plan team has been on the road this summer attending conferences across the country to increase their knowledge so we can best serve our clients. Nicole Offerman attended the 2022 NAPA 401(k) Summit in Tampa, Fla., featuring keynote speaker Jim Kelly, NFL Football Hall of Famer who spoke on “A Journey […]
PHILADELPHIA, PA — RTD Financial has been named to the National Association of Plan Advisors’ list of the nation’s top defined contribution (DC) Advisor Teams with Assets under Advisement over $100 Million. Unlike other lists, this focuses on individual firms and the assets under advisement related to their defined contribution (DC) practice. RTD has been […]
Irene Giman was featured in a Member Spotlight for Impact100 South Jersey. Click here to read the feature. Impact100 South Jersey is a women’s collective giving group. Their goal is to bring together over 100 diverse and philanthropic-minded members who will combine their contributions to give high-impact grants to local organizations. Each year, they hope […]
Are you or your child getting close to needing your own health insurance? Unsure of where to start? It’s normal to feel overwhelmed during the process of getting health insurance for the first time. There are ways to alleviate the stress and educate yourself in order to decide what health insurance plan is right for […]