McLean, VA, July 18, 2017 (Newswire.com) - 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 commitment to helping their employees that make everything possible,” said Joseph F. DeNoyior, Managing Partner.
To be eligible for the PLANSPONSOR Retirement Plan Adviser of the Year, advisers had to meet several qualification criteria such as have a significant majority of business revenue derived from employer-sponsored retirement plans, serve as a fiduciary, have regular service delivery and client contact, be committed to fee-based compensation, and use specific outcome-based metrics of plan success with clients, with recognized client progress toward those metrics."All of us at Washington Financial Group would like to extend an extra special THANK YOU to our clients - it's their commitment to helping their employees that makes everything possible."
2017 PLANSPONSOR Retirement Plan Adviser of the Year winners have demonstrated leadership and a commitment to excellence for their retirement plan sponsor clients and participants.
At Washington Financial Group, we are committed to outcomes-based results and encourage our plan sponsor clients to create plans not that are just in the best interest of the company but are in the best interest of participants.
About Washington Financial Group
Washington Financial Group (WFG) brings years of experience assisting businesses seeking tailored retirement plan strategies. With access to sophisticated investment tools and unbiased research, WFG is able to examine a broad range of providers, offering detailed reporting and comparisons. In addition, WFG can assist you with a thorough review of your investment policy statement and help you address 404(c) compliance. The ERISA 3(21) fiduciary advisors with WFG can provide full fee transparency and pertinent retirement plan education regarding fiduciary responsibilities.
For more information, please visit washfinancial.com.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Global Retirement Partners, LLC (GRP) a registered investment advisor. GRP, LPL Financial, and Washington Financial Group are separate non-affiliated entities.
Source: Washington Financial Group