A New Year's Perspective

The latest from the WFG blog

To help keep your eyes on the long-term.

2019 Compliance Calendar

for retirement plans

To help you stay ahead of the curve with important deadlines and filings.

Webinar: Outlook 2019

January 30 @ 2:00

Investment insights and market guidance for the year ahead.

Webinar: Taking Control of Your Finances

February 13 @ 12:00

Strategies 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 Sponsors

We strive to keep you informed and updated with industry news and changes in the 401(k) world.

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Retirement Plans

Our differentiator is our passion for your employees

We 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.

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Wealth Management

A future of fulfillment

Securing 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.

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WFG Blog

Our latest insights

  • 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 ➝

  • 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 ➝

  • 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 ➝