What is 401(k) Benchmarking and Why Should You Do It?

Simply stated, benchmarking is the process of reviewing and evaluating your company retirement plan. It involves taking a look at what you are offering your employees today and deciding if it’s appropriate or needs some updating. There are four main areas to focus on when assessing your retirement plan: Plan Design Service Providers Funds Fees  Read more ➝

Evaluating + Creating a Prudent Fiduciary Process

Believe it or not, an efficient retirement plan committee does not happen by chance. The “best practices” your committee upholds form the foundation for a prudent process creating an opportunity for employees to pursue their retirement goals. Companies of any size can benefit from a consistent process and should consider implementing a few of the  Read more ➝

Customizing Plan Design

Retirement plans come in all shapes and sizes: DC Plans, DB Plans, Non-Qual, 401(k), 403(b), 401(a), 457, SEP IRA, Simple IRA, Roth IRA, Cash Balance, HSA… and any other number letter combinations that you can think of. The simple truth is that there is no one-size-fits-all version of a retirement plan; and as a plan  Read more ➝

WFG Named 2017 NAPA Top DC Advisor Firm

Washington Financial Group has been named to the National Association of Plan Advisors first-ever list of top defined contribution (DC) Advisor Firms. The NAPA Top DC Advisor Firms is a compilation of leading individual advisor firms, or teams, ranked by DC assets under advisement. “Since their inception, NAPA’s various industry lists have been a valuable  Read more ➝

WFG Named 2017 PLANSPONSOR Retirement Plan Adviser Small Team of the Year

Consistently striving to improve America’s retirement readiness, Washington Financial Group is honored to announce that we have been named the 2017 PLANSPONSOR Retirement Plan Adviser of the Year in the Small Team category. “All of us at Washington Financial Group would like to extend an extra special THANK YOU to our clients – it’s their  Read more ➝

WFG Named One of PLANADVISER’S 2017 Top 100 Retirement Plan Advisers

Washington Financial Group is pleased to announce that we have been named one of PLANADVISER’s 2017 Top 100 Retirement Plan Advisers. The PLANADVISER Top 100 Advisers is an annual listing of the retirement plan advisers and adviser teams that stand out in the industry in terms of a series of quantitative measures. This year’s list  Read more ➝

DeNoyior Named to 2016 Financial Times 401 Top Retirement Plan Advisers

Washington Financial Group is pleased to announce that Joe DeNoyior has been named to the 2016 edition of the Financial Times 401 Top Retirement Plan Advisers. The list recognizes the top financial advisers who specialize in serving defined contribution (DC) retirement plans. This is the second annual FT 401 list, produced independently by the Financial  Read more ➝

DeNoyior & Clark Named to 2015 Financial Times 401 Top Retirement Plan Advisers

Washington Financial Group is pleased to announce that Joe DeNoyior & Colin Clark have been named to the 2015 edition of the Financial Times 401 Top Retirement Plan Advisers. The list recognizes the top financial advisers who specialize in serving defined contribution (DC) retirement plans. This is the first annual FT 401 list, produced independently  Read more ➝