Skip to main content


5 Mistakes Employees Make With Company (Employer) Stock

By 401k, Investing, Retirement
Do you have goals of traveling the U.S., paying for your kid’s college or even early retirement? Stock options and employee stock purchase plans are one type of employee benefit that may help you reach those goals.

In order to make the most of these opportunities, you as an investor need to make smart decisions and manage your employee stock and stock options properly. You need to make sure you pay attention to the critical dates surrounding your stock options or risk losing out on the benefits these plans can offer. Read More

ThedaCare 403(b) Savings Plan – 10 Things You Must Know

By 401k, Investing, Retirement, ThedaCare

ThedaCare Retirement and 403(b) Savings Plan

ThedaCare is a community health system consisting of seven hospitals, numerous clinics, healthcare providers and doctors located in Wisconsin.

Our firm advises numerous current and former employees, including doctors, nurse practitioners, etc, so after scouring through the pages of documents and materials, I’ve compiled the 10 Things You Must Know About the ThedaCare Retirement and 403(b) Savings Plan. As a ThedaCare employee, the better educated you are about your 403(b) benefits, the greater your chances of making smart decisions and achieving great retirement outcomes. Read More