Colin Clark discusses potential plan compliance issues with ERISA attorney Jewell Lim Esposito.
· Colin Clark, Senior Vice President, Washington Financial Group, a division of HUB International
· Jewell Esposito, Partner, FisherBroyles
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The opinions voiced in this program are for general information only and are not intended to provide specific advice or recommendations for any individual. This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor. To determine which investments may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Global Retirement Partners LLC, a registered investment advisor. Global Retirement Partners, Washington Financial Group and HUB International are not affiliated with LPL Financial.
Global Retirement Partners, LPL Financial, Washington Financial Group and HUB International are not affiliated in any way with the services offered by Jewell Esposito and FisherBroyles.
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