Accredited Fiduciary Process
Compliant, prudent fiduciary processes with superior investment selection and monitoring to ensure the performance and cost objectives of your retirement plan are being met.
The CecilCo Participant Experience
Providing a "Concierge" approach focusing on Transaction Assistance, Retirement Readiness and Financial Wellness for participants in all generations and life stages.
Expert Plan Consulting and Administration
Offering ERISA Guidance and Third Party Administration that goes well beyond basic compliance. We provide a rare "Co-fiduciary" approach that ensures compliance as well as a smooth and easy plan experience.Learn More
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
This checklist can give you a quick snapshot of how prepared you are.
Knowing the rules may help you decide when to start benefits.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
A change in your mindset during retirement may drive changes to your portfolio.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator can help you estimate how much you should be saving for college.
This calculator demonstrates the power of compound interest.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This questionnaire will help determine your tolerance for investment risk.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Here are five facts about Social Security that might surprise you.
Here’s a crash course on saving for college.
Do you know how to set up your financial goals for success? This knight does.
$1 million in a diversified portfolio could help finance part of your retirement.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Would you guess that Millennials are effectively saving for retirement? Well, they are.