2019 Compliance Calendar

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 ➝

A New Year’s Perspective

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 ➝

LiFT Retirement Newsletter Q1 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 ➝