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 how challenges from the past teach important lessons for the future, how in an environment where most people are enjoying considerable asset growth, some people are being left behind, 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 annual maintenance you should perform on your retirement plan, how to identify common phishing scams and proposes a fresh approach to spending that can help put some sizzle in your retirement savings. 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.