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March 18, 2026
Categories
  • Blog

401(k) Check-ins Can Help You Stay on Track

401(k) Check-ins Can Help You Stay on Track In many ways, saving through your employer-sponsored retirement plan has never been more convenient. Automatic enrollment, auto-escalating contributions, […]
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March 17, 2026
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  • Blog

IRS Issues New Guidance on Plan Distribution Safe Harbors

IRS Issues New Guidance on Plan Distribution Safe Harbors When employees leave an organization, they face an important decision about their retirement savings. Do they leave […]
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March 17, 2026
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Employer-Supported Emergency Savings Features: Plan Sponsor Considerations

Employer-Supported Emergency Savings Features: Plan Sponsor Considerations Employees, particularly those early in their careers, are worried about their ability to handle major, unexpected expenses. According to […]
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March 17, 2026
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How Are Plan Sponsors Measuring Participant Success?

How Are Plan Sponsors Measuring Participant Success? The ultimate proof of retirement plan participant success is in the results: whether the participant achieves a financially secure […]
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March 2, 2026
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Prevent a Rift: Money Tips for Newlyweds

Prevent a Rift: Money Tips for Newlyweds One survey found that 35% of couples attribute stress in their relationship to financial issues. This could explain why […]
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March 2, 2026
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The 401(k) Shift

The 401(k) Shift Private Equity’s Expanding Presence America’s 401(k) system—long seen as a steady way for workers to save—is changing. Private equity firms and large Wall […]
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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

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