BLOG

2019 Compliance Calendar

January 18, 2019
Retirement Plans

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) a registered investment advisor. GRP, LPL Financial, and Washington Financial Group are separate non-affiliated entities.

This information was developed as a general guide to educate plan sponsors and is not intended as authoritative guidance or tax/legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation.

1-811735

SECURE 2.0 Reference Guides

March 21, 2023

These guides list many of the important provisions in SECURE Act 2.0 that apply to 401(k) and 403(b) plans.

Market Commentary, 3/20/23

March 20, 2023

Insights into domestic and global financial markets, policy actions, and geopolitical impacts.

HUB Named 2022 NAPA Top DC Advisor Team

March 16, 2023

HUB Retirement and Wealth Management (formerly Washington Financial Group) has been named one of the 2022 NAPA Top DC Advisor Teams with assets under advisement

SVB Collapse

March 14, 2023

LPL Research discusses the recent collapse of the Silicon Valley Bank.

Market Commentary, 3/13/23

March 13, 2023

Insights into domestic and global financial markets, policy actions, and geopolitical impacts.

Q2 2023 Retirement Plan Newsletters

March 9, 2023

We are pleased to provide you with our latest quarterly newsletters – Retirement Insights (for Plan Sponsors) and Reach for Retirement (for Plan Participants – in both English and Spanish).

About

Retirement Plans

Wealth Management

What's Happening

Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Global Retirement Partners, LLC, a registered investment advisor. Insurance services offered through HUB International. Global Retirement Partners, Washington Financial Group, HUB Retirement and Wealth Management and HUB International are separate and unaffiliated with LPL Financial. Washington Financial Group and HUB Retirement and Wealth Management are the approved names under which LPL Financial business is conducted.

The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the following states: Alabama, Arizona, California, Colorado, Connecticut, Delaware, District Of Columbia, Florida, Georgia, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, West Virginia, Wisconsin, Wyoming.

#1-687092 / #1-888778

© 2023 HUB Retirement and Wealth Management. All rights reserved.