Culver Investment Company, LLC

401k Plan Sponsor Newsletters

May, 2017 - Should You Rock Alternative in Your Lineup?

April, 2017 - Did Someone Order a Large?

March, 2017 - Assessing the International Equity Markets

February, 2017 - No Beneficiary Designation - Who Gets the Money?

January, 2017 - To Bond or Not to Bond?

December, 2016 - Happy Holidays from Culver Investment Company, LLC!

November, 2016 - Getting the Biggest Bang for Your Buck!

October, 2016 - The Scorecard – A Former Portfolio Manager’s Perspective

September, 2016 - “Conflict of Interest” or “Fiduciary” Rule: A Plan Sponsor’s Q&A – Part II

August, 2016 - “Conflict of Interest” or “Fiduciary” Rule: A Plan Sponsor’s Q&A – Part I

July, 2016 - The High Price of Yield and Perceived Safety

June, 2016 - Reversing Inertia

May, 2016 - Oversimplification in Target Date Funds Pt. 2

April, 2016 - Oversimplification in Target Date Funds

March, 2016 - 2016 Tax Saver's Credit

February, 2016 - A Turbulent Start to 2016

January, 2016 - Fiduciary Liability Insurance

December, 2015 - Happy Holidays from Culver Investment Company, LLC!

November, 2015 - Financial Wellness Insights:  Millenials vs. Generation Xers & Baby Boomers

October, 2015 - A Mission of Retirement Plan Investment Design

September, 2015 - DOL Regulations, Part II:  Who is Not a Fiduciary?

August, 2015 - DOL Regulations, Part I:  Who is a Fiduciary?

July, 2015 - Tibble v. Edison International

June, 2015 - The Most Important Assumption

May, 2015 - Active Managers Can Add Value

April, 2015 - 2016 Budget Proposals Support Retirement Goals

March, 2015 - Safe Harbor Regulations Rethought

February, 2015 - Is the Oil Price Decline Beneficial to the U.S. Economy?

January, 2015 - Qualified Plan Governance

December, 2014 - Happy Holidays from Culver

November, 2014 - Case Study Automatic Enrollment Revisted

September, 2014 - Index Funds - More Than Meets the Eye

August, 2014 - Time Flies - The Importance of Historical Scores

July 2014 - What to Expect When Transitioning Providers

June 2014 - Determining Fee Resonableness of a Retirement Plan Recordkeeper

May 2014 - Weathering All Market Conditions

April 2014 - 3(16) ERISA Fiduciary Definition

March 2014 - Investment Policy Statement Review:  Beyond the Obvious

February 2014 - The Three Funds We Recommend

January 2014 - Retirement Income Solutions with Guaranteed Minimum Withdrawal Benefits

December 2013 - Happy Holidays from Culver Investment Company, LLC

November 2013 - Fixed Income Investing in a Rising Rate Environment

October 2013 - Let Plan Design Show Us the Way

September 2013 Newsletter - To Loan Or Not To Loan

August 2013 Newsletter - Fees

July 2013 Newsletter - Target Date Fund Analysis

June 2013 Newsletter - Automatic Contribution Escalation

May 2013 Newsletter - Is Your Company Match Achieving its Objective?

April 2013 Newsletter - Why is it so Hard to Take a Hardship Withdrawal?

March 2013 Newsletter - Courageous Plan Design

February 2013 Newsletter - Q4 2012 Review, Bond Bubble?

January 2013 Newsletter - Float is a Bad Thing, Return of GIC's, How America Saves

December 2012 Newsletter - Year in Review, 408(b)(2) Disclosures, 3(21) vs 3(28) 

November 2012 Newsletter - Market Review Q3 2012, 2013 Plan Limits, Steps for Plan Success

October 2012 Newsletter - Target Date Funds, 404(a)(5) Overview

September 2012 Newsletter - Hardship Distributions, DC Trends, Scorecard

August 2012 Newsletter - Market Review Q2 2012, Online Tools, Participant Survey

July 2012 Newsletter - No Matching, QDRO Procedures, Asset Distribution

June 2012 Newsletter - 408(b)(2) Disclosures, Partial Plan Termination

May 2012 Newsletter - Market Review Q1 2012, Stable Value Funds, ERISA 3(21) vs 3(38)

April 2012 Newsletter - Corrective Actions, 404(a) vs 404(c), Monitor Asset Allocation

March 2012 Newsletter - Fund Styles, Record Retention, Retirement Plan Trends

February 2012 Newsletter - Income Products, PSCA Annual Survey, Company Stock

 

Contact Us

Culver Investment Company, LLC

360 Interlocken Blvd

Suite 104

Broomfield, CO 80021

 

Phone

(303) 442-3670

 

Email

info@culvercompanies.com

 

You can also use our secure contact form.

 

You may research our advisors at: BrokerCheck.org

News

Stay informed of new opportunities in the market and developments at our firm.

 

Announcements

 

Investment advisory and financial planning services offered through Culver Investment Company, LLC, a Registered Investment Adviser with the State of Colorado.  In all other states in which we operate, we rely on that state's "de minimus" exemption from state registration (generally 5 or fewer clients in that state). 

Securities offered through ValMark Securities, Inc. Member FINRA, SIPC.
130 Springside Drive, Suite 300, Akron, OH 44222-2431 1-800-765-5201

Culver Investment Company, LLC, Culver Retirement Services, Inc. and Culver Insurance Services, LLC are separate entities from ValMark Securities, Inc.

 

 

(720) 408-6533

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