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Retirement Plan Advisory

Wealth Management

Community Involvement

Retirement Plan Advisory

Wealth Management

Community Involvement

Retirement Plan Advisory

Wealth Management

Community Involvement

July 2021 Newsletter

Jul 19

Written By Ashby Price

Ashby Price https://ashwoodfinancialpartners.com/

What Files Should 401(k) Plan Fiduciaries Keep?

Q3 2021 Fiduciary Hot Topics

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Ashwood Financial Partners 5806 Grove Avenue, #241 Richmond, Virginia 23226

Phone: 804-622-1727
Fax: 804-773-7028
Email: team@ashwoodfp.com

* Securities offered through Kestra Investment Services. LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS and Kestra AS are not affiliated with Ashwood Financial Partners, LLC. Kestra IS and Kestra AS do not provide legal or tax advice. This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 844-5-KESTRA (844-553-7872). Kestra IS, Kestra AS, and their affiliates do not approve, endorse, nor are affiliated with any sites or apps mentioned or any of the material contained therein. Investor Disclosures - Disclosures

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