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Charlie Munkwitz Promoted to M3 Financial Retirement Plan Consultant
Charlie Munkwitz has recently been promoted to a retirement plan consultant at M3 Financial. M3 Financial is a team of consultants serving retirement plan clients, with an emphasis on employer…
Matt Wieseckel Joins M3 as Pharmacy Consultant
Matt Wieseckel has joined M3 Insurance as a pharmacy consultant, adding decades of experience in the Pharmacy Benefit Management (PBM) space to M3’s pharmacy solutions team. In his role, Wieseckel…
Grant Argall Joins M3 Financial as Retirement Plan Consultant
Grant Argall recently joined M3 Financial as a Retirement Plan Consultant. M3 Financial is a team of consultants servicing a diverse group of retirement plan clients, focusing on employer support…
Nadler Promoted to Account Executive, Stuntebeck Hired as Wellness Consultant
…in the marketplace, and our focus on community builds better places to live and work. M3 is consistently ranked a top 100 broker in America. To learn more, visit www.m3ins.com….
Pulse: 2024 Property & Casualty Report
…the future. BACK TO TOP Sources: 1 https://www.ciab.com/resources/q4-2023-p-c-market-survey/ 2 https://www.climate.gov/news-features/blogs/beyond-data/2023-historic-year-us-billion-dollar-weather-and-climate-disasters#:~:text=In%202023%2C%20the%20U.S.%20experienced,U.S.%20in%20early%2DFebruary 3 https://www.ciab.com/resources/q4-2023-p-c-market-survey/ 4 https://www.ncci.com/SecureDocuments/AES_Content/Medical_Dillema.html 5 https://www.conning.com/insurance-expertise/purchase-reports/article/PropertyCasualty%20Forecast%20and%20Analysis%20%204%20Issues/PCFMNEW 6 https://www.ciab.com/resources/q4-2023-p-c-market-survey/ 7 https://www.ciab.com/resources/news-release-q4-2022-p-c-market-survey-results-are-in/ 8 https://www.businessinsurance.com/article/20231101/NEWS06/912360639/Research-&-Rankings-Cyber 9 https://commercial.allianz.com/news-and-insights/reports/cyber-security-trends-2023.html#threat 10 https://www.sec.gov/news/press-release/2023-139 11 https://www.foley.com/insights/publications/2023/11/wisconsin-state-assembly-data-privacy-act/ 12 https://surety.org/research-resources/research-statistics/…
Charlie Munkwitz
Charlie Munkwitz is a retirement plan consultant for M3 Financial. M3 Financial is a team of consultants servicing a diverse group of retirement plan clients, focusing on employer support and…
Keith Berry
Keith Berry is a partner and senior retirement plan consultant for M3 Financial. M3 Financial is a team of consultants servicing a diverse group of retirement plan clients, focusing on…
Ted Hayes
…(MSE) and ergonomics 24 years industry experience as a safety consultant with Wausau Insurance Companies Joined M3 in 2009 Hayes is regularly a featured speaker for both statewide and national…
Grant Argall
…build strong partnerships with key business leaders, members of the recordkeeping community, investment companies, and community organizations. He has a deep understanding of retirement plans, fiduciary obligations, employee engagement strategies,…
Self-funding: Prepare for Lasers
Weigh your options carefully when it comes to stop-loss provisions When it comes to group health insurance plans, many companies know first hand that a self-funded approach can be an…
Adding Value Through Relationships: Employee Benefits Support
…that Johnson required a new vendor to better serve its needs for both payroll and employee benefits enrollment, the company initiated the necessary RFP process. But it soon learned just…
Retirement Plan Governance: More Than Just Hiring a “Fiduciary”
…Investment Policy Statement Education Policy Statement Fee Policy Statement Vendor Management Documentation Committee Meeting Charter Committee Meeting Notes Committee Voting Procedures Review of Operational Procedures and Responsibilities Documentation of 3(16)…