CONTACT PWMG 401(k) ADVISORS

CONTACT PWMG 401k ADVISORS

PWMG 401(k) Advisors

 

11 Foster Street, Suite 200

Worcester, MA 01608

 

 

OFFICE: (877) 712-2263

 

FAX: (508) 519-0285

 

WEB: www.pwmg401k.com

 

EMAIL: info@pwmgllc.com

Check the background of this firm on FINRA’s BrokerCheck.
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AR, AZ, CA, CT, DC, DE, FL, GA, IN, MA, MD, ME, MO, NC, NH, NJ, NM, NY, PA, RI, SC, TX, UT, VA, VT, WA, WV.

PWMG 401(k) Advisors

 

11 Foster Street, Suite 200

Worcester, MA 01608

OFFICE:   (877) 712-2263

FAX:         (508) 519-0285

WEB:        www.pwmg401k.com

EMAIL:     info@pwmgllc.com

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November 18, 2019

Your retirement plan recordkeeper should be a valued partner that helps support your plan and participants. It’s important to be confident in your recordkeeper and fully understand the value they can deliver for your plan.

One area where your recordkeeper can provide su...

November 13, 2019


The IRS has announced cost of living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2019. For company retirement plans, the most recognized highlight is the 401(k) contribution limit increase to $19,500 for t...

November 11, 2019

If you’re not using data analytics to help you make progress toward improving participant outcomes, then you could be missing out on a key component of plan governance. Data analytics are becoming a meaningful part of defined contribution plan governance for retirement...

October 28, 2019

If you want to predict the wants, needs and fears of participants when it comes to retirement planning, look into the potential of predictive analytics.  

The use of “big data” (a bite-size term often used instead of the nerdier “predictive analytics”) is helping t...

October 14, 2019

As we approach the New Year, we look at the future trends of the retirement plan industry to better support plan design, plan administration, participant outcomes, and fiduciary plan governance. Download and enjoy our quarterly Lift Retirement Newsletter!

Our topics thi...

September 9, 2019

A Multiple Employer Plan (MEP) is a qualified retirement plan for two or more employers who are not related. It can be particularly appealing to smaller businesses for a number of reasons.

MEPs can be easier and may be cost effective to operate, allowing employers to fo...

September 2, 2019

Your workforce is full of employees with different financial goals; however, the one common denominator is they want to always achieve financial health!

In our recent participant guide, we have outlined 7 steps to help your employees organize their financial life. This...

August 12, 2019

Formation of Lawsuit Trends

The barrage of excessive fee lawsuits filed in 2006 started a trend that continues to this day. At first, plan sponsors saw early signs of success in getting cases dismissed.

However, this changed after a few years when participants started ho...

August 5, 2019

An old saying goes, “You get what you pay for.” But as a consumer, how do you know if you’re getting the best value for your dollar unless you shop around and compare costs? Benchmarking is the process of comparing your retirement plan with others that are similar in s...

July 29, 2019

Approach, review, document, and decide

As a member of your company’s retirement plan committee, if you have recently been informed that one or more of your company’s retirement plan investments are on the Watch List, don’t panic. This is an opportunity for due diligence...

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November 13, 2019

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