Q1 2022 Retirement Plan Newsletters

In our continuing effort to provide plan sponsors and their 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 the good news of record gains and new highs in the market, the pandemic’s impact on retirement prospects for each workforce generation, and 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 inflation, money mantras, and morning rituals to get your day off on the right start. Please distribute this newsletter 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 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

Read More »

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).

Read More »

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.

Read More »