A New Year's Perspective
The latest from the WFG blogTo help keep your eyes on the long-term.
2019 Compliance Calendar
for retirement plansTo help you stay ahead of the curve with important deadlines and filings.
Webinar: Outlook 2019
January 30 @ 2:00Investment insights and market guidance for the year ahead.
Webinar: Taking Control of Your Finances
February 13 @ 12:00Strategies to reduce debt and build savings.
The Plan Sponsor University
2019 Dates and Locations Coming Soon!Increase your knowledge base in areas such as retirement plan design, operation, comprehension of fiduciary obligations, and improving outcomes.
LIFT Retirement
Our Newsletter for Plan SponsorsWe strive to keep you informed and updated with industry news and changes in the 401(k) world.
Retirement Plans
Our differentiator is our passion for your employeesWe believe that as an employer, you have the power to create successful retirement outcomes. And we are not afraid of the hard work and dedication it takes to boldly ask the question: “Can we do more?” Which is why, we aim to provide employers and employees with the best experiences and options that seek to achieve retirement readiness.
Retirement PlansWealth Management
A future of fulfillmentSecuring your dreams takes effort and energy, leaving little time for wealth management. We can take that responsibility off your hands while helping you pursue your goals. With us as your wealth advisors, you will enjoy the confidence that comes from knowing that an experienced wealth management company is handling your plan.
Wealth ManagementNEWS
12.14.2018
WFG Named 2018 NAPA Top DC Advisor Team
09.27.2018
Joe DeNoyior Named One of 2018 Financial Times 401 Top Retirement Advisors
02.06.2018
WFG Named One of PLANADVISER’S 2018 Top 100 Retirement Plan Advisers
EVENTS/WEBINARS
01.30.2019
02.13.2019
Webinar: Taking Control of Your Finances
2019 TPSU Schedule Coming Soon!
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WFG Blog
Our latest insights
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Jan 18 2019
To help you stay ahead of the curve with important deadlines and filings, download our 2019 Compliance Calendar. If you have any questions about deadlines or information requested, please contact us to discuss today! Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Global Retirement Partners, LLC (GRP) Read more ➝
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Jan 15 2019
It’s a new year and resolutions are in place, but investors in the financial markets may be struggling to find their optimism. The past several weeks have been very difficult, as the stock market sell-off resulted in the worst December performance since 1931. It’s understandable how such a dramatic decline can deliver a blow to Read more ➝
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Jan 10 2019
Ringing in the new year comes with changes to the 401(k) world, and as a plan sponsor, we want to keep you informed and educated. Our latest LiFT Retirement Newsletter features our insights with the following articles: Risky Business: Why Plan Governance Matters 4 Tips to Boost Your Employees’ Retirement Outlook Share Class ABCs: Choose Wisely Read more ➝