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
While commonly confused, there are BIG differences between multiple employer plans and multi-employer plans.
We’re proud to support empire state employee-owners as we celebrate ESOP month!
Happy ESOP Month to the employee-owners in the Keystone state!
The IRS has provided guidance on partial plan terminations during the COVID-19 pandemic. Here we share key information you should understand.