David Kulchar at Cleveland, Ohio-based Oswald Companies has been listed as one of the “Most Successful Retirement Plan Advisors” in the Midwest region, according to PLANSPONSOR magazine.
Established in 1893, Oswald Companies provides value-added products and services in risk management, property and casualty insurance, life insurance, group benefits and retirement plans.
“As one of the distinguished nominees for this year’s Retirement Plan Advisor of the Year, David Kulchar is now recognized by our magazine’s list of the Midwest’s Most Successful Retirement Plan Advisors,” said Nevin Adams, editor-in-chief of PLANSPONSOR. “Our lists and awards recognize the contributions of the nation’s best financial advisors in helping make retirement security a reality for workers across the nation.”
Kulchar is director of Oswald Financial Inc.’s Retirement Plan Services, a division he established when joining Oswald Companies in 1999.
“I’m delighted that Dave is now being recognized by more than just his clients but from peers and other national leaders in retirement planning,” said Marc S. Byrnes, president and chief executive officer, Oswald Companies. “His client service leadership is an inspiration to all of us at Oswald.”
Source: Oswald Companies
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