Simplifying Your Employee Benefit Plan RFP Process with an ERISA Independent Fiduciary

Caroline Raker

Published on: 11/28/2025

Managing an employee benefit plan is a significant responsibility for any business owner. Beyond ensuring your employees receive valuable benefits, you must also comply with ERISA regulations, monitor fees, and choose service providers wisely. One of the most critical aspects of this process is the Request for Proposal (RFP)—a formal way to evaluate potential service providers for your plan.

Article

Do Stock Options Count Toward Social Security Earnings?

Caroline Raker

Published on: 11/13/2025

If you're nearing retirement or already receiving Social Security benefits, you might be wondering: Do stock options count toward my Social Security earnings? It's a great question, and the answer can affect your benefit amount and tax situation.

Article

Our firm is staffed by proven insurance professionals committed to providing our clients with highly personalized service.

Address

100 N Loudoun Street Winchester, VA 22601

540) 533-5736

This is a solicitation for insurance.

World Financial Group Insurance Agency, LLC, World Financial Group Insurance Agency of Hawaii, Inc., World Financial Group Insurance Agency of Massachusetts, Inc., World Financial Insurance Agency, LLC and/or WFG Insurance Agency of Puerto Rico, Inc. - collectively WFGIA offer insurance products. Headquarters: 11315 Johns Creek Parkway, Suite 100, Johns Creek, GA 30097-1517. Phone: 770.453.9300. WorldFinancialGroup.com

Privacy Policy | Terms & Conditions