by Elliot Kallen | Oct 15, 2021 | A Word with Elliot, Uncategorized
We are coming to the end of the year and it’s time to give serious thought to donating to your favorite charities.They will love you and you have the opportunity to have a huge impact. Here are just a few ways to make this happen. Think about which charities you...
by Elliot Kallen | Mar 11, 2021 | Uncategorized
Corrine ChristensenSenior Partner & Style Advisor at J. HilburnCraig JudsonManaging Shareholder – Bold, Polisner, Maddow, Nelson & Judson, APCWelcome to Season 1, Episode 12 of Meet the Expert® with Elliot Kallen!In this episode, Elliot is bringing on... by Elliot Kallen | May 21, 2020 | Uncategorized
Our Pledge…Monitor investment options and provide analytical reports to the Investment CommitteeRecommend changes to the plan’s investment options when neededFrequently monitor participant-directed activity and provide necessary educationOversee distribution of... by Elliot Kallen | May 21, 2020 | Uncategorized
The Prosperity PledgeAs your 401(k) or 403(b) Firm Fiduciary, Prosperity pledges to…Recommend that your Record Keeping Platform offer (3)21 Protection.Recommend that your Record Keeping Platform employ outside (3)21 or (3)28 Fiduciary Tools from either Wilshire,... by Elliot Kallen | May 7, 2020 | Uncategorized
by Elliot Kallen | May 7, 2020 | Uncategorized
