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
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
Rightsizing for Retirement
What does your home really cost?
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Beware of these traps that could upend your retirement.
Earnings season can move markets. What is it and why is it important?
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
As our nation ages, many Americans are turning their attention to caring for aging parents.
This calculator can help you estimate how much you should be saving for college.
Assess whether you are running “in the black” or “in the red” each month.
This calculator demonstrates the power of compound interest.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to estimate your capital gains tax.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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
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.
With alternative investments, it’s critical to sort through the complexity.
Learn how to harness the power of compound interest for your investments.
There’s an alarming difference between perception and reality for current and future retirees.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Do you know these three personal finance sayings?
All about how missing the best market days (or the worst!) might affect your portfolio.