WFG Blog

  • Mar 5 2018
    Evaluating + Creating a Prudent Fiduciary Process

    Believe it or not, an efficient retirement plan committee does not happen by chance. The “best practices” your committee upholds form the foundation for a prudent process creating an opportunity for employees to pursue their retirement goals. Companies of any size can benefit from a consistent process and should consider implementing a few of the  Read more ➝

  • Feb 26 2018
    Wednesday Donuts

    “Anyone seen Curt?” “Is Curt here yet?” “Where’s Curt?” Curt Gupton is definitely the most popular person in our office on Wednesday mornings. That’s because he brings the donuts (and bagels). This tradition was started many years ago by Jay Sanford, who would bring in donuts or bagels on an almost weekly basis. At the  Read more ➝

  • Feb 19 2018
    Customizing Plan Design

    Retirement plans come in all shapes and sizes: DC Plans, DB Plans, Non-Qual, 401(k), 403(b), 401(a), 457, SEP IRA, Simple IRA, Roth IRA, Cash Balance, HSA… and any other number letter combinations that you can think of. The simple truth is that there is no one-size-fits-all version of a retirement plan; and as a plan  Read more ➝

  • Feb 12 2018
    Volatility During Healthy Markets

    After more than 18 months of nearly uninterrupted advances, the U.S. equity markets started declining last week, with a large sell-off on February 5, 2018. Although it is always difficult to endure these declines when they’re occurring, it’s important to focus on the underlying fundamentals of the economy and the markets, which are pointing to  Read more ➝

  • Feb 6 2018
    WFG Named One of PLANADVISER’S 2018 Top 100 Retirement Plan Advisers

    Washington Financial Group is pleased to announce that we have been named one of PLANADVISER’s 2018 Top 100 Retirement Plan Advisers. The PLANADVISER Top 100 Advisers is an annual listing of the retirement plan advisers and adviser teams that stand out in the industry in terms of a series of quantitative measures. This list includes  Read more ➝

  • Sep 22 2017
    WFG Named 2017 NAPA Top DC Advisor Firm

    Washington Financial Group has been named to the National Association of Plan Advisors first-ever list of top defined contribution (DC) Advisor Firms. The NAPA Top DC Advisor Firms is a compilation of leading individual advisor firms, or teams, ranked by DC assets under advisement. “Since their inception, NAPA’s various industry lists have been a valuable  Read more ➝

  • Mar 31 2017
    WFG Named 2017 PLANSPONSOR Retirement Plan Adviser Small Team of the Year

    Consistently striving to improve America’s retirement readiness, Washington Financial Group is honored to announce that we have been named the 2017 PLANSPONSOR Retirement Plan Adviser of the Year in the Small Team category. “All of us at Washington Financial Group would like to extend an extra special THANK YOU to our clients – it’s their  Read more ➝

  • Feb 10 2017
    WFG Named One of PLANADVISER’S 2017 Top 100 Retirement Plan Advisers

    Washington Financial Group is pleased to announce that we have been named one of PLANADVISER’s 2017 Top 100 Retirement Plan Advisers. The PLANADVISER Top 100 Advisers is an annual listing of the retirement plan advisers and adviser teams that stand out in the industry in terms of a series of quantitative measures. This year’s list  Read more ➝

  • Sep 15 2016
    DeNoyior Named to 2016 Financial Times 401 Top Retirement Plan Advisers

    Washington Financial Group is pleased to announce that Joe DeNoyior has been named to the 2016 edition of the Financial Times 401 Top Retirement Plan Advisers. The list recognizes the top financial advisers who specialize in serving defined contribution (DC) retirement plans. This is the second annual FT 401 list, produced independently by the Financial  Read more ➝

  • May 28 2015
    DeNoyior & Clark Named to 2015 Financial Times 401 Top Retirement Plan Advisers

    Washington Financial Group is pleased to announce that Joe DeNoyior & Colin Clark have been named to the 2015 edition of the Financial Times 401 Top Retirement Plan Advisers. The list recognizes the top financial advisers who specialize in serving defined contribution (DC) retirement plans. This is the first annual FT 401 list, produced independently  Read more ➝