Q4 2020 Retirement Plan Newsletters

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 women and retirement, SECURE Act changes and the plan sponsor 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 how careful planning can help you manage competing financial priorities, trade-offs to consider when thinking about what age to begin taking Social Security benefits and the benefits of taking a power nap. 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.

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