If you’re not using data analytics to help you make progress toward improving participant outcomes, then you could be missing out on a key component
The start of 2020 has brought increased stock market volatility. The uncharacteristically calm market environment we experienced for much of the past four months was
The Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law on December 20, 2019. SECURE contains nearly thirty provisions that will
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If you have a question that you’d like us to address in a future episode, shoot us an email at info@washfinancial.com. If you enjoy our show, we’d love for you to subscribe on iTunes or wherever you access your podcasts.
The opinions voiced in this program are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investments may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Securities offered through LPL Financial, member FINRA & SIPC. Investment advice offered through Global Retirement Partners, LLC (GRP) a registered investment advisor. Insurance services offered through HUB International. GRP, Washington Financial Group and Hub International are separate and unaffiliated with LPL Financial.
Welcome to Fiduciary Fitness, the podcast that covers all aspects of running your company’s retirement plan. The most significant retirement plan legislation in more than a decade – the SECURE Act – was signed into law in December 2019. It seeks to make it easier for businesses to offer retirement plans, and for individuals to save for retirement. Join us for Part 2 of a 2-part discussion on the key provisions of the SECURE Act and its potential impact on retirement plan sponsors and participants. The three voices you’ll hear today are WFG President Joe DeNoyior, HUB Retirement Services National President David Reich, and Partner at The Wagner Law Group Thomas Clark. In Part 1, you heard Tom Clark discuss the nuts and bolts of the SECURE Act. Today, Part 2 of our show will be a discussion between Joe and Dave about the impacts of the SECURE Act.
If you have a question that you’d like us to address in a future episode, shoot us an email at info@washfinancial.com. If you enjoy our show, we’d love for you to subscribe on iTunes or wherever you access your podcasts.
The opinions voiced in this program are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investments may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Global Retirement Partners LLC, a registered investment advisor. Global Retirement Partners, Washington Financial Group, a division of HUB International MidAtlantic, HUB International, The Wagner Law Group and HUB Retirement Services are not affiliated with LPL Financial.
If you have a question that you’d like us to address in a future episode, shoot us an email at info@washfinancial.com.
Thanks for listening to Washington Financial Group’s Your Money Questions Answered podcast. Connect with us at washfinancial.com. If you enjoy our show, we’d love for you to subscribe on iTunes or wherever you access your podcasts. Until next time!
__________The opinions voiced in this program are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investments may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Securities offered through LPL Financial, member FINRA & SIPC. Investment advice offered through Global Retirement Partners, LLC (GRP) a registered investment advisor. Insurance services offered through HUB International. GRP, Washington Financial Group and Hub International are separate and unaffiliated with LPL Financial.
Securities offered through LPL Financial, member FINRA & SIPC. Investment advice offered through Global Retirement Partners, LLC (GRP) a registered investment advisor. Insurance services offered through HUB International. GRP, Washington Financial Group and Hub International are separate and unaffiliated with LPL Financial.
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