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Q4 2021 Recap: Inside Retirement

January 26, 2022
Retirement Plans

Most recent quarter updates concerning retirement plan legislation, DOL, and IRS updates:

Inside Retirement Quarterly Recap 4Q21 Download

For plan sponsor use only, not for use with participants or the general public.

This information is not intended as authoritative guidance or tax or legal advice.

Securities offered through LPL Financial, member FINRA/SIPC. Investment advisory services 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. Washington Financial Group is the approved name under which LPL Financial business is conducted.

The Growing List — and Politicization — of BRICS and Friends

September 11, 2023

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

IRS Clarifies Erroneous Late-Filing Notices Received by Plan Sponsors

September 7, 2023

Plan sponsors that filed timely and complete Forms 8955-SSA do not need to respond to penalty notices dated before September 1, 2023

Navigating Market Setbacks

September 7, 2023

LPL Research discusses how markets were able to navigate their way through the ongoing debate of the U.S.’s financial strength.

What is Normal?

September 5, 2023

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

Lessons Learned from the Grand Tetons

August 28, 2023

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

Pullback Perspective

August 21, 2023

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

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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.

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