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

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

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Long-Term Part-Time Employees

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

ESOP Month in New York

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