The Financial Marathon

A Marathon for Everyone Recently, we went to cheer on a friend running in their first marathon. The excitement of watching thousands of people accomplish such an amazing goal was an experience like no other. We waited at the last bend before the finish line so we’d have a good vantage point for cheering our  Read more ➝

Should We Have a Retirement Plan Committee?

If you are an employer or employee who has decision-making authority over your company’s retirement plan, there is a strong chance that you are a 401(k) plan fiduciary.  You have a legal obligation to operate the plan solely in the interests of the plan participants (people with retirement account balances) and their beneficiaries (people who  Read more ➝

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 ➝

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 ➝