Culver Investment Company, LLC

401k Plan Sponsor Newsletters

March, 2019 - Visualize Retirement

February, 2019 - Repay Student Loan or Save for Retirement?

December, 2018 - Happy Holidays from Culver Investment Company, LLC!

November, 2018 - How and When to Pay Plan Expenses With Plan Assets

October, 2018 - How do you monitor a Dash?  Evaluating Cash Equivalent Funds

September, 2018 - Use Plan Analytics to Evaluate Your Retirement Plan

August, 2018 - This Won't Hurt a Bit - It's Time to Include Health Care in a Holistic Retirement Strategy

July, 2018 - Exchange Your Old Retirement Solutions for New Ones

June, 2018 - Are You Prepared for an IRS Audit?

May, 2018 - Have You Conducted a Fee Equalization/Levelization? 

April, 2018 - What Happens When You Deposit Employee Deferrals Late?

March, 2018 - Oversimplification in Target Date Funds Endangers Participants' Retirement Savings

February, 2018 - Weather or Not, Stay Invested

January, 2018 - HSAs:  A Tax Trifecta Investment Opportunity

December, 2017 - Happy Holidays from Culver Investment Company, LLC!

November, 2017 - Your Newest Employee Benefit - Student Loan Debt Repayment Assistance

October, 2017 - Do You Send Participant Notices Via Email?  Should You?

September, 2017 - Portfolio Patriotism - Domestic market optimism or inadvertent asset allocation?

August, 2017 - Target Date Funds - Does One Size Really Fit All?

July, 2017 - Fixed Income: A Sinking Ship or Much Ado About Nothing

June, 2017 - Time to Reset Expectations

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?

 

 

 

Contact Us

Culver Investment Company, LLC

360 Interlocken Blvd

Suite 104

Broomfield, CO 80021

 

Phone

(303) 442-3670

 

 

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 registered with the US Securities Exchange Commission.   

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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