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Employee Benefits Consulting

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Retirement Planning

fiduciary rule

May 23, 2017

The DOL’s Fiduciary Rule: A Comprehensive Timeline

After years of gestation, and several delays, the Department of Labor's fiduciary rule is finally set to be implemented. In a surprise move,

Category iconNews,  Retirement Tag iconGroup,  Retirement Planning

January 19, 2016

Top 10 Trends in Retirement Planning for Millennials

Millennials are known for their inclination to live in the moment. This cultural outlook has shown us that with each new generation, people will

Category iconRetirement Tag iconRetirement Planning

student loan repayment

January 12, 2016

5 Stats to Scare Your Millennials into Retirement Planning

Millennials, you’ve read about them, they may even inhabit a good part of your workforce. Millennials are bright eyed and bushy tailed, and for the

Category iconRetirement Tag iconMillennials,  Retirement Planning

January 6, 2016

Cut Out Confusion with Better Retirement Plan Communication

Millennials are so far from retirement the last thing they are thinking about is learning how their 401(k) works. And Baby Boomers are so close to

Category iconRetirement Tag iconRetirement Communication,  Retirement Planning

retirement-planning

November 10, 2015

Support Your Vets With Retirement Planning Assistance

Military veterans who’ve transitioned into the workforce often don’t get the attention they deserve when it comes to retirement planning

Category iconEmployee Benefits,  Retirement Tag iconEmployee Benefits,  Retirement Planning

retirement-plan-complience

October 27, 2015

5 Mistakes Made in Retirement Plan Compliance

How compliant are your benefits packages? Not surprisingly, come time for the DOL audit if your benefits plans, including retirement plans, aren’t up

Category iconRetirement Tag iconEmployee Benefits,  Retirement Planning

EBA's Adviser of the Year Tim Olson

September 10, 2015

Employee Benefits Buzz from The Olson Group

We’ve spent over a decade developing employee benefits programs to help our clients help their employees. And because of our efforts over the last 12

Category iconEmployee Benefits,  Jobs,  Retirement Tag iconEmployee Benefits,  Retirement Planning

August 25, 2015

Lagging in Recruitment Trends?

If you think your recruiting is outdated, you’ve come to the right place. Trends are hard to keep up with, especially when you’re busy running a

Category iconRetirement Tag iconRetirement Planning

retirement-planning

July 15, 2015

Should Retirement Planning Help Be Required?

Chances are your parents and grandparents retired with the security of a pension. After decades of unionized blue-collar labor, or office-situated

Category iconRetirement Tag iconRetirement Planning

meaning at work

June 17, 2015

Employee Benefits for Small Business: Why Bother?

Small businesses make up a big part of the U.S. economy, with over 6 million and counting. According to the U.S. Census Bureau, 98% of businesses in

Category iconProducts,  Retirement Tag iconEmployee Benefits,  Retirement Planning

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Securities and Insurance Disclaimer

Tim Olson, Jeff Wallace, Sandy Whitehead, Steve Knapp, and Julie Nelson are registered representatives with Cambridge Investment Research Inc., a Broker/Dealer, Member FINRA/SIPC. Cambridge Investment Research, Inc is registered to do business in all 50 United States. Tim Olson is licensed to offer securities and insurance products in AZ, CO, IA, KS, MN, MO, NE, NJ, SD, and WY. Jeff Wallace is licensed to offer securities and insurance products in AZ, CO, IA, KS, MN, MO, NE, NJ, SD, TX, VA, WI, and WY. Sandy Whitehead is licensed to offer securities and insurance products in CO, DE, NE, KS, MN, WY, IA, and SD. Steve Knapp is licensed to offer securities and insurance products in IA, KS, MO, and NE. Julie Nelson is licensed to offer securities and insurance products in CO, KS, and NE. The information included herein should not be considered a solicitation or an offer to sell products in any state besides those in which Tim Olson, Jeff Wallace, Julie Nelson, Sandy Whitehead, and Steve Knapp are properly licensed. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. The Olson Group is not affiliated with Cambridge Investment Research, Inc.

Check the background of this firm on FINRA’s BrokerCheck Member FINRA / SIPC.

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