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
Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
Saving for College 101
Here’s a crash course on saving for college.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Women are financially savvy. Yet, there are still unique challenges working against women in retirement.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Money is a central part of everyday life as an adult. We spend time most days earning it, we need it for survival, and we want it for fun and entertainment.
Here’s why the August jobs report was particularly maddening.
Discover why we need to plan the future for future generations today.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator shows how inflation over the years has impacted purchasing power.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator can help you estimate how much you may need to save for retirement.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
Why are 401(k) plans, annuities, and IRAs so popular?
Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
Here’s a quick guide to checking to see if you have unclaimed money.
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Learn why protecting your student loan payments is an important aspect of your income protection strategy.
You’ve made investments your whole life. Work with us to help make the most of them.