Hello, and welcome to Fiduciary Fitness. In today’s episode, Colin Clark discusses ESG's and government regulations with Megan Fielding from Nuveen.Participants:·         Colin Clark, Senior Vice President, Washington Financial Group, a division of HUB International·         Megan Fielding, Senior Director of Responsible Investing, NuveenThanks for listening to Washington Financial Group’s Fiduciary Fitness podcast. Connect with us at washfinancial.com. If you enjoy our show, we’d love for you to subscribe on iTunes or wherever you access your podcasts. Until next time!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 Megan Fielding and Nuveen.

Fiduciary Fitness

ESG's and Government Regulations

Hello, and welcome to Fiduciary Fitness. In today’s episode, Colin Clark discusses ESG's role in defined contribution plans with Megan Fielding from Nuveen.Participants:·         Colin Clark, Senior Vice President, Washington Financial Group, a division of HUB International·         Megan Fielding, Senior Director of Responsible Investing, NuveenThanks for listening to Washington Financial Group’s Fiduciary Fitness podcast. Connect with us at washfinancial.com. If you enjoy our show, we’d love for you to subscribe on iTunes or wherever you access your podcasts. Until next time!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 Megan Fielding and Nuveen.

ESG's Role in Defined Contribution Plans

Hello, and welcome to Fiduciary Fitness. In today’s episode, Colin Clark discusses ESG investing with Megan Fielding from Nuveen.Participants:·         Colin Clark, Senior Vice President, Washington Financial Group, a division of HUB International·         Megan Fielding, Senior Director of Responsible Investing, NuveenThanks for listening to Washington Financial Group’s Fiduciary Fitness podcast. Connect with us at washfinancial.com. If you enjoy our show, we’d love for you to subscribe on iTunes or wherever you access your podcasts. Until next time!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 Megan Fielding and Nuveen.

What is ESG?

Participants:·         Colin Clark, Senior Vice President, Washington Financial Group, a division of HUB International·         Jean Dunn, Vice President, Insights Leader, T. Rowe Price Thanks for listening to Washington Financial Group’s Fiduciary Fitness podcast. Connect with us at washfinancial.com. If you enjoy our show, we’d love for you to subscribe on iTunes or wherever you access your podcasts. Until next time!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 Jean Dunn and T. Rowe Price. 

Women & Investing, Part 2

Women & Investing, Part 1

Colin Clark discusses the importance of conducting a target date fund analysis with John Carl from the Retirement Learning Center.

Target Date Fund Analysis

Colin Clark discusses the Paycheck Protection Act with John Carl from the Retirement Learning Center.

PPP Update

Colin Clark discusses the SECURE Act and guaranteed income with John Carl from the Retirement Learning Center.

Update on the SECURE Act, Part 2

Colin Clark discusses the SECURE Act with John Carl from the Retirement Learning Center.

Update on the SECURE Act, Part 1

Colin Clark discusses plan sponsors frequently asked questions about the CARES Act in 2021 with John Carl from the Retirement Learning Center.

CARES Act FAQs in 2021

Colin Clark discusses the top issues in plan audits and how to get ahead of them with CPA Jen Amato.

Top Issues in Plan Audits

Colin Clark discusses the Cares Act with CPA Jen Amato.

The Cares Act

Colin Clark discusses how to prepare for an audit with CPA Jen Amato.

How to Prepare for an Audit

Colin Clark discusses potential plan compliance issues with ERISA attorney Jewell Lim Esposito.

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Fiduciary Fitness

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