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Edge 401k Funds Make National News

News about Edge 401k Funds and the financial wellness component built into its funds has been featured on more than 1200 major websites including Yahoo! Finance, Fox Business, MarketWatch, InvestorPlace, InvestTalk, PlanAdvisor and PlanSponsor, as well as in print and digital editions of the Boston Globe, Dallas Morning News and Miami Herald.

Additional stories talking about Financial Wellness, featuring Edge 401k Funds principals Tom Ruggie and Michael Case Smith have been published by 401kWire, Plan Advisor/Plan Sponsor, Next Avenue (a PBS affiliate), Employee Benefit News and appeared on Forbes.com.


Financial Times Names Ruggie Wealth Management to 300 Top RIAs in the U.S.

  Each year, the Financial Times—one of the world’s leading media organizations focused on international business and economic news—publishes a listing of the “300 Top Registered Investment Advisors”. Ruggie Wealth Management is honored to be included on the 2016 list. This recognition is based on data gathered from RIA firms, regulatory disclosures, and the FT’s […]

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“The Buck Starts Here” – Tom and Christopher Ruggie in Healthy Living magazine

This month, Ruggie Wealth Management President Tom Ruggie and his son Christopher appear on the front cover of Healthy Living magazine published by Akers Media. In an article titled “The Buck Starts Here,” written by James Combs (Photos by Fred Lopez), Tom shares insights on how he and his wife Kim have raised their children (Gina […]

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Financial Wellness for Your Retirement Plan

Edge’s Retiremap® is a comprehensive financial wellness program that helps employers boost retirement readiness, reduce fiduciary liability and save money. This process can help you increase employee engagement, enrollments, and savings rates, while helping team members get on track financially. Take a look at the video and contact us to learn more.

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Ruggie Wealth Founder Debuts Newest Book: “Ruggie Rules”

TAVARES, Fla., Dec. 1, 2015 /PRNewswire/ — “Ruggie Rules,” the newest book by Ruggie Wealth Management Founder and President Thomas Ruggie, ChFC®, CFP®, shares important guideposts for planning for a secure financial future, whether you’re retiring “some day,” nearing retirement or already retired. It lays out 25 rules to help you feel more confident in choosing […]

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Edge 401 (k) Funds Make US News and World Report

US News and World Report What to Expect From Your Company’s Financial Wellness Plan Joanne Cleaver 17 September 2015 Are you distracted at work by personal finance worries, like getting a credit card payment in the mail on time, or wondering if you should review your retirement plan with an expert? You’ve got plenty of […]

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Wrapping Financial Wellness Coaching Into 401(k) Funds: New Book Explores Potential Benefits to Employees and Plan Sponsors (Press Release)

TAVARES, Fla., June 12, 2015 /PRNewswire/ — What if you could assign a financial wellness coach to employees in your 401(k) plan, without adding hard-dollar costs? That question is at the heart of a new book recently published by financial industry veterans Tom Ruggie, ChFC®, CFP® and Michael Case Smith. The book, entitled Financial Wellness Featuring Edge 401(k) Funds, is available […]

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Is Your Retirement Planning on Your Boss’ To-Do List?

The Cheat Sheet Is Your Retirement Planning on Your Boss’ To-Do List? Eric McWhinnie 3 May 2015 Nobody cares about your retirement as much as you, but employers across the nation are taking a greater interest in financial well-being programs. In fact, the majority of companies feel a sense of responsibility for the financial wellness of their employees, altering […]

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Financial Wellness: Should You Take Money Advice at Work?

Forbes Financial Wellness: Should You Take Money Advice at Work? By Richard Eisenberg 23 January 2015 Health wellness programs at work are so 20th century. Financial wellness programs are the new buzzy employee benefit, and if your employer isn’t offering one yet, it may soon. In a new survey of 250 employers by the Aon Hewitt benefits consulting firm, 93% […]

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Worried About Fiduciary Rule? 2 Options for Brokers

Financial Planning Worried About Fiduciary Rule? 2 Options for Brokers By Edge 401k Funds Managing Director Michael Case Smith 15 April 2015 A guy walks into a bar and says, “I am looking to buy a car. Can anyone help?” Two fellows raise their hands. The first offers to show the buyer one or two […]

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Thomas Ruggie, ChFC®, CFP® Named To Barron’s 1200 Top Financial Advisors for Fourth Time

Edge 401k Funds President Tom Ruggie, has been named to Barron’s list of America’s Top 1,200 Advisors: 2016. This is the fourth time he has earned this distinction (being named formerly to the list of America’s Top 1,200 Advisors in 2015, and Top 1,000 Advisors in 2013 and 2009), in his role as founder and […]

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