Executive Vice President and Director of Retirement Plan Services
As Executive Vice-President and Director of Retirement Services for Oswald Financial, Inc., David Kulchar directs and manages strategic operations, including heightened best practices and investment due diligence, open architecture, overall plan analysis and design assistance, independent vendor search and benchmarking analysis and communication services. Mr. Kulchar has over 25 years of experience in the retirement plan industry and is nationally recognized in the area of qualified retirement plans. He has been selected as one of the top 20 advisors in the country by Plan Sponsor magazine, voted as a Top 10 Retirement Plan Advisors by DCP/Boston Research, nominated for ASPPA Leadership Award, and nominated by 401(k) Wire as one of the most influential people in the industry. Mr. Kulchar is an Accredited Investment Fiduciary designee, Investment Advisor Representative under LPL Financial, and is frequently sought after as a speaker for national events regarding the retirement plan industry. He serves on the advisory boards of select retirement plan providers, associations and nonprofit organizations. Mr. Kulchar has received a Group Management degree and Employee Benefits degree from LIMRA International, Inc. He holds a Series 7, Series 63, and Series 65 registrations with LPL Financial and is Life, Health & Annuity licensed.
Number of Client Plans – approximately 275
Number of Participants – 75,000+ 0