The Ups and Downs of 2018
The latest from the WFG blogWords of wisdom from our Director of Investment Strategy, Jay Sanford.
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
2019 Schedule Coming Soon!
10.17.2018
Webinar: Be a Retirement SUPERHERO (Watch the Replay!)
08.22.2018
Webinar: Midyear Outlook 2018 (Watch the Replay!)
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WFG Blog
Our latest insights
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Dec 14 2018
Washington Financial Group has been named one of the 2018 NAPA Top DC Advisor Teams. The teams list, ranked by self-reported DC assets under advisement, actually contains fewer teams than did our inaugural list, though we maintained the AUA threshold of $100 million. However – and doubtless the strong markets have played a factor – Read more ➝
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Dec 11 2018
By Jay Sanford, Director, Investment Strategy We felt it would be a good time to check in now that the elections are over and the holidays are in sight. As stated at the beginning of the year, we thought we could see positive single digit returns in the markets, with an increase in volatility. We Read more ➝
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Nov 15 2018
How can you, as a plan sponsor, inspire your employees to save for retirement? This article we will discuss holistic ways to promote financial wellness among your employees as well as plan design tips aimed at increasing participation and savings rates. Employee Savings Goals We’ve all heard the saying, “if you don’t know where you’re Read more ➝