50+ Employees

19

Forward Investment Services

Overall Ranking49

Employees111 Firm TypeBroker-Dealer CEO and PresidentWilliam Sennholz LocationMarshfield, Wisc. Primary CustodianCetera Investment Services Broker DealerCetera Financial Institutions

Overall Ranking49

Employees111 Firm TypeBroker-Dealer CEO and PresidentWilliam Sennholz LocationMarshfield, Wisc. Primary CustodianCetera Investment Services Broker DealerCetera Financial Institutions

Forward Investment Services offers a 401(k) plan with a 3% safe harbor contribution; a company match of 50%, for up to 6% of an employee’s salary; and a discretionary profit-sharing contribution. Employees can nominate co-workers for a Peers Recognizing Outstanding Performance & Service Award and winners receive a prize and recognition. The firm also gives out tenure awards for every five years of employment.

Forward Investment Services offers a 401(k) plan with a 3% safe harbor contribution; a company match of 50%, for up to 6% of an employee’s salary; and a discretionary profit-sharing contribution. Employees can nominate co-workers for a Peers Recognizing Outstanding Performance & Service Award and winners receive a prize and recognition. The firm also gives out tenure awards for every five years of employment.

Each month, associates take part in “Casual for a Cause Day,” where employees donate $5 and can wear jeans to the office. The collected funds are donated to a charity selected by a committee of branch managers. Employees also can also contribute to the firm’s Pay It Forward program through a payroll deduction with a dollar-for-dollar match. Employees who experience a personal hardship may request funds from that program.

— Brittney Grimes

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