We believe a successful employee education and communication program is critical to helping meet the goals established for your retirement plan.
In our continuing effort to provide you and your employees with the most timely and relevant information, we are pleased to provide you with our latest quarterly newsletters.
Plan Sponsor OUTLOOK: A resource on current issues for plan sponsors and administrators. This issue discusses four risks plan participants may not know they are facing, the pandemic’s impact on savings behaviors, plan sponsors ask Q & A and quarterly calendar. For plan sponsor use only, not for use with participants or the general public.
Reinventing RETIREMENT & Volviendo a inventar LA JUBILACIÓN: A resource on current issues for plan participants. This issue discusses seven age milestones that will impact your retirement planning, how embracing more fiber in your diet is good for your heart and why 529 plans may make more sense than ever. Please distribute these newsletters to your employees.
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.