First quarter 2021 updates concerning retirement plan legislation, DOL, and IRS updates:
This information is not intended as authoritative guidance or tax or legal advice.
Securities offered through LPL Financial, member FINRA & SIPC. Investment advice offered through Global Retirement Partners, LLC (GRP) a registered investment advisor. GRP, Washington Financial Group and Hub International are separate and unaffiliated with LPL Financial.
This guide helps fiduciaries avoid the pitfalls of dangerous assumptions by explaining the real issues and how to satisfy the requirements.
Insights into domestic and global financial markets, policy actions, and geopolitical impacts.
These guides list many of the important provisions in SECURE Act 2.0 that apply to 401(k) and 403(b) plans.
Insights into domestic and global financial markets, policy actions, and geopolitical impacts.
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
LPL Research discusses the recent collapse of the Silicon Valley Bank.
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.