• (724) 863-3420
  • (724) 863-3287
Hey Joel, What Are The Risks For Late 5500 Filings?Hey Joel, What Are The Risks For Late 5500 Filings?Hey Joel, What Are The Risks For Late 5500 Filings?Hey Joel, What Are The Risks For Late 5500 Filings?
  • Home
  • Personal
    • Meet with Specialist
    • Duncan Premier Planning Group
    • Estate Planning
    • Financial Wellness
    • Insurance
    • Taxes
    • Wealth Management
  • Business
    • Meet with Specialist
    • 401(k) Retirement
    • Business Insurance
    • Group Benefits
    • Risk Management
    • Tax and Accounting
  • Advice
    • Blog
    • FAQs
    • Resources
    • Video Library
  • About Us
    • Why Choose Duncan?
    • Your Dedicated Team
    • Keystone Partnership
    • Careers
    • Community
  • Other Locations
  • Contact Us
  • DPPG
  • Grow
  • Leverage
  • Protect
  • Transfer
  • Team
✕
February 6, 2019
Categories
  • Blog

Hey Joel, What Are The Risks For Late 5500 Filings?

Hey Joel! – Answers from a recovering former practicing ERISA attorney This forum answers plan sponsor questions from all over the country by our in-house former […]
Do you like it?
Read more
February 6, 2019
Don’t Let Student Loan Debt Get in Your Way of Financial Success
Categories
  • Blog

Don’t Let Student Loan Debt Get in Your Way of Financial Success

If you find yourself in a position of not being able to pay off your student loan debt and save for your future, you’re not alone. […]
Do you like it?
Read more
February 6, 2019
Categories
  • Blog

Repay Student Loans or Save in a Retirement Plan? Why Not Both?

Many employees feel squeezed to both pay off their debt and save for their future. A recent Private Letter Ruling (PLR) opens the door for employers […]
Do you like it?
Read more
January 31, 2019
Pet Insurance
Categories
  • Blog

Puppy Love? Get Your Paws on Pet Insurance

It’s February- and you know what that means! It’s time to start shopping for that special someone… And we don’t mean your significant other. In 2018, […]
Do you like it?
Read more
January 30, 2019
Categories
  • Blog

IRS Guidance Indicates Employer Contributions to Retirement Plans may be Linked to Student Loan Payments

In August, the Internal Revenue Service issued a private letter ruling (PLR) clarifying that employer contributions to retirement plans may be tied to student loan payments. […]
Do you like it?
Read more
January 30, 2019
SaveYourRefund
Categories
  • Blog

Saving at Tax Time through SaveYourRefund

More than half of all Americans have no savings to help them cope with even small emergencies. Yet more than 100 million taxpayers get refunds from […]
Do you like it?
Read more
Prev page
1...7980818283...99
Next page

Check out the background of firms and investment professionals on FINRA's BrokerCheck.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/ SIPC. Investment advisory services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Financial Planning Services offered through Duncan Financial Planning Advisors a registered investment advisor. Each company is independently responsible for the products and services they provide. Representatives of Cambridge Investment Research, Inc. do not provide tax or legal advice in their roles as registered representatives. Cambridge and Duncan Financial Group and its affiliates are separate entities. Cambridge Investment Research, Inc. Form CRS

Diversification and asset allocation strategies do not assure profit or protect against losses.
Brian Duncan, David Duncan, Nancy Conners, Edward Kavo, Alex Kline, Tim Kunkle, Robert McCalmont, Larry Qvistgaard, Frank Zoracki, Don Waite, Ron Kims, Julie Snyder, and Robb Stottlemyer are investment advisory representatives and registered representatives of Cambridge Investment Research, Inc. Greg Hicks and Kristen Hull are registered representatives of Cambridge Investment Research, Inc. They are collectively registered in the following states: AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, and WY
“Cambridge Approval #217584.”

Privacy Policy | Terms of Use

© 2019 Duncan Financial Group. All Rights Reserved. Chroma Studios