<p>This week, we’re joined by David Kulchar, Managing Director of Retirement Plan Services with <a href='https://www.oswaldfinancial.com/'>Oswald Financial</a>. Kulchar is a pioneer in the retirement plan advisory space with a high level of ERISA expertise. As our June Top Advisor By Participant Outcomes (TAPO), he describes a recent plan sponsor case of which he’s particularly proud.</p>

This week, we’re joined by David Kulchar, Managing Director of Retirement Plan Services with Oswald Financial. Kulchar is a pioneer in the retirement plan advisory space with a high level of ERISA expertise. As our June Top Advisor By Participant Outcomes (TAPO), he describes a recent plan sponsor case of which he’s particularly proud.

<p>This week, we’re joined by David Kulchar, Managing Director of Retirement Plan Services with <a href="https://www.oswaldfinancial.com/" rel="noopener noreferrer">Oswald Financial</a>. Kulchar is a pioneer in the retirement plan advisory space with a high level of ERISA expertise. As our June Top Advisor By Participant Outcomes (TAPO), he describes a recent plan sponsor case of which he’s particularly proud.</p>

David Kulchar

TAPO TALKS is a fun and informative monthly podcast that highlights our Top Advisors By Participant Outcomes (TAPOs) and their tools, techniques and anecdotes of success in the retirement plan space. What got them noticed? What are they doing right? How can you apply it to your business for greater growth, productivity, and—most importantly—client impact? Tune in and find out.

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David Kulchar

David Kulchar