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Q4 2018 Retirement Newsletter

  • PWMG
  • Oct 8, 2018
  • 1 min read

Dead DOL rule, plan loans and cybersecurity, oh-my!

This last year has had its share of twists and turns, and we have been here each step of the way to provide helpful tips and tools. As we round the corner into the final stretch of the year, we want to refresh you with some very important topics up for discussion followed with our recommended best practices:

  • The DOL Rule is dead, but you’re still a fiduciary

  • Plan Sponsor Guide: Understanding 401(k) Loans

  • Hacked! Is your retirement plan at risk for a cyber-attack?


 
 
 

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CONTACT PWMG 401(k) ADVISORS

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PWMG 401(k) Advisors

WORCESTER

324 Grove Street
Second Floor

Worcester, MA 01605

CHICOPEE

450 Memorial Drive, Suite 407

Chicopee, MA 01020

Phone: (855) 508-401k
Fax: (508) 519-8426

Web: www.pwmg401k.com

Email: info@pwmg401k.com

Check the background of this firm on FINRA’s BrokerCheck.

 

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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, AZ, CA, CO, CT, DC, DE, FL, GA, MA, MD, ME, NC, NH, NJ, NM, NY, OH, PA, RI, SC, TX, VA, VT, WA, 

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