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How to Prepare for an Audit

Colin Clark discusses how to prepare for an audit with CPA Jen Amato.

ERISA Attorney Jewell Lim Esposito

Colin Clark discusses potential plan compliance issues with ERISA attorney Jewell Lim Esposito.

Collective Investment Trusts

Colin Clark discusses Collective Investment Trusts (CITs).

Target Date Funds

Colin Clark discusses Target Date Funds.

Best Practices Approach

Colin Clark discusses WFG's Best Practices Approach to retirement plan consulting.

SECURE Act, Part 2

Part 2 of our discussion on How the SECURE Act Will Change Retirement and What Employers Need to Know.

SECURE Act, Part 1

In today’s episode, we’re going to discuss How the SECURE Act Will Change Retirement and What Employers Need to Know.

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The opinions voiced in this program are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investments may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Securities offered through LPL Financial, member FINRA & SIPC. Investment advice offered through Global Retirement Partners, LLC (GRP) a registered investment advisor. Insurance services offered through HUB International. GRP, Washington Financial Group and Hub International are separate and unaffiliated with LPL Financial. © 2019 Washington Financial Group