4 Tips to Boost Your Employees’ Retirement Outlook

As many employees look ahead to retirement, 47% of workers feel somewhat confident that they’ll have enough money saved to retire on time and then live comfortably.1 However, forward-thinking employers have the ability to help their employees work toward a confident and happy retirement. According to the 2018 Retirement Confidence Survey from the Employee Benefit  Read more ➝

Risky Business: Why Plan Governance Matters

Participant-driven lawsuits are on the rise, and employers are facing heightened scrutiny of the way they manage their retirement plans. In today’s continually-evolving regulatory and legal environment, it’s more important than ever to make sure your organization’s retirement plan is both effective and compliant. A well-structured retirement plan governance program can help you pursue these  Read more ➝

What’s in Your Fiduciary File?

If the Department of Labor were to ever knock on your door, we want you to be prepared! Applying the essential requirements and best practice ideas on how to safely store fiduciary documents could help to lessen the possibility of litigation. Watch this 90 second video to learn more about: the primary documents that should  Read more ➝

2019 Compliance Calendar

To help you stay ahead of the curve with important deadlines and filings, download our 2019 Compliance Calendar.     If you have any questions about deadlines or information requested, please contact us to discuss today!       Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Global Retirement Partners, LLC (GRP)  Read more ➝

WFG Named 2018 NAPA Top DC Advisor Team

Washington Financial Group has been named one of the 2018 NAPA Top DC Advisor Teams. The teams list, ranked by self-reported DC assets under advisement, actually contains fewer teams than did our inaugural list, though we maintained the AUA threshold of $100 million. However – and doubtless the strong markets have played a factor –  Read more ➝

Motivating Savings with Financial Wellness and Plan Design

How can you, as a plan sponsor, inspire your employees to save for retirement? This article we will discuss holistic ways to promote financial wellness among your employees as well as plan design tips aimed at increasing participation and savings rates. Employee Savings Goals We’ve all heard the saying, “if you don’t know where you’re  Read more ➝

Joe DeNoyior Named One of 2018 Financial Times 401 Top Retirement Advisors

Washington Financial Group is pleased to announce that Managing Partner Joe DeNoyior has been named one of the 2018 Financial Times 401 Top Retirement Advisors. The formula the FT uses to grade advisers is based on seven factors and calculates a score for each adviser. The factors were: Defined Contribution (DC) Assets Under Management (AUM),  Read more ➝