Q4 2021 Recap: Inside Retirement

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


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.

Market Commentary, 9/19/22

It’s open to interpretation. Jackson Pollock was an action painter. He poured, dropped, and dripped paint onto horizontal canvases. Some people look at his work

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Q4 2022 Retirement Plan Newsletters

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).

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How to Evaluate a Retirement Plan Recordkeeper

Lawsuits and the threat of regulatory action means plan sponsors must take special care in choosing a recordkeeper, the entity that manages and accounts for employee investments. Here are some best practices in choosing one and evaluating the incumbent provider.

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