lhayes, Author at Walsh Duffield RPS

Lisa Petronio honored Nationally as a Top Retirement Plan Advisor Under 40

March 2, 2021

Lisa Petronio, CPFA, RICP® – Vice President, Retirement Plan Solutions at Walsh Duffield was selected as one of NAPA’s 2021 Top National Retirement Plan Advisors Under 40. The 2021 NAPA’s Top 100 Young Retirement Plan Advisors, aka “Aces” award list is drawn from nominations (nearly 700 this year) provided by NAPA Broker-Dealer/RIA Firm Partners and

Long-Term Part-Time Employees

January 12, 2021

Does your organization employ part-time workers? If so, listen up! These workers may become eligible for your retirement plan under new regulation.

Multiple Employer Plans vs. Multi-Employer Plans

November 23, 2020

While commonly confused, there are BIG differences between multiple employer plans and multi-employer plans.

ESOP Month in New York

October 30, 2020

We’re proud to support empire state employee-owners as we celebrate ESOP month!

ESOP Month in Pennsylvania

October 30, 2020

Happy ESOP Month to the employee-owners in the Keystone state!

Author: lhayes