News & Articles


Shamrock Newsletter - May

May 2, 2023 | Categories: Will’s Touches

This month isn’t typically a topic of discussion in a Financial Services Newsletter but it is something we have all experienced - comfort during a time of grief.

Read More


Dialing Up the Intensity of Missing Particpant Searches

April 14, 2023 | Categories: Will’s Touches

Do you have plan participants that have balances in your 401(k) plan, but have left the company? It is the plan sponsor’s fiduciary duty to keep tabs on these participants and it can be difficult at times. This article [...]

Read More

Walking with Will - Renewal

April 6, 2023 | Categories: Will’s Touches

I have found renewals in my life to be both frequent and comforting. I have held the hopeful belief that life throws invitations of renewal to me on a daily basis.

Read More