Valley Wealth Group

🏆⛳️Congratulations to Kathryn Ha, daughter of Valley Wealth Group Advisor Tim Ha, on an incredible performance at the Donna Andrews Invitational!

Kathryn finished the tournament at an impressive 13-under par, earning the championship in dominant fashion. What an achievement and a testament to the dedication she brings to her game.

Congratulations, Kathryn!
https://vucommodores.com/news/2026/06/16/ha-captures-2026-donna-andrews-invitational

Business Owners: New Virginia Retirement Plan Mandate Takes Effect July 1

Beginning July 1, 2026, many Virginia employers will be required to offer a retirement plan or participate in the state's RetirePath Virginia program.

Your business may be affected if:
• You've been operating for more than two years
• You have five or more employees (including part-time staff)
• You do not currently offer a qualified retirement plan

Employers have two options:
✅ Establish a qualified retirement plan, such as a 401(k) or SIMPLE IRA
✅ Register for RetirePath Virginia, the state's payroll-deduction Roth IRA program

Businesses that fail to comply may face penalties of up to $200 per eligible employee each year.

If you're a business owner and haven't reviewed your options, now is a good time to start planning. Valley Wealth Group works with employers to design and manage workplace retirement plans and can help you evaluate which approach makes the most sense for your organization.

Learn more about the Virginia requirements here:

Virginia Employers RetirePath is designed for Virginia employers that don’t have the time or resources to offer their own employer-sponsored retirement plan.

🎉Happy Birthday, Tiffany! 🎂
Hope today brings a little extra joy and lots of celebrating. 😃