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Q4 2019 Retirement Plan Newsletters

October 28, 2019
Retirement Plans

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.

Q4 2019 Plan Sponsor Outlook Newsletter

A resource on current issues for plan sponsors and administrators. This issue looks at tactics to help employees achieve retirement success.

Download Plan Sponsor Outlook Newsletter

Q4 2019 Reinventing Retirement Newsletter

A resource on current issues for plan participants. This issue discusses student loans, health savings accounts, basic financial terms and tools and techniques for saving.

Download Reinventing Retirement Newsletter

Q4 2019 Reinventing Retirement Newsletter (Spanish)

Spanish version resource on current issues for plan participants. This issue discusses student loans, health savings accounts, basic financial terms and tools and techniques for saving.

Download Reinventing Retirement Newsletter (Spanish)

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Securities offered through LPL Financial, member FINRA & SIPC. Investment advice offered through Global Retirement Partners, LLC (GRP) a registered investment advisor. Washington Financial Group and Hub International are separate and unaffiliated with LPL Financial.

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SECURE 2.0 Reference Guides

March 21, 2023

These guides list many of the important provisions in SECURE Act 2.0 that apply to 401(k) and 403(b) plans.

Market Commentary, 3/20/23

March 20, 2023

Insights into domestic and global financial markets, policy actions, and geopolitical impacts.

HUB Named 2022 NAPA Top DC Advisor Team

March 16, 2023

HUB Retirement and Wealth Management (formerly Washington Financial Group) has been named one of the 2022 NAPA Top DC Advisor Teams with assets under advisement

SVB Collapse

March 14, 2023

LPL Research discusses the recent collapse of the Silicon Valley Bank.

Market Commentary, 3/13/23

March 13, 2023

Insights into domestic and global financial markets, policy actions, and geopolitical impacts.

Q2 2023 Retirement Plan Newsletters

March 9, 2023

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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Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Global Retirement Partners, LLC, a registered investment advisor. Insurance services offered through HUB International. Global Retirement Partners, Washington Financial Group, HUB Retirement and Wealth Management and HUB International are separate and unaffiliated with LPL Financial. Washington Financial Group and HUB Retirement and Wealth Management are the approved names under which LPL Financial business is conducted.

The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the following states: Alabama, Arizona, California, Colorado, Connecticut, Delaware, District Of Columbia, Florida, Georgia, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, West Virginia, Wisconsin, Wyoming.

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