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Hey Joel! – Should We Consider Life Insurance In Our Retirement Plan?Hey Joel! – Should We Consider Life Insurance In Our Retirement Plan?Hey Joel! – Should We Consider Life Insurance In Our Retirement Plan?Hey Joel! – Should We Consider Life Insurance In Our Retirement Plan?
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April 9, 2019
Categories
  • Newsletter

Hey Joel! – Should We Consider Life Insurance In Our Retirement Plan?

Welcome to Hey Joel! This forum answers plan sponsor questions from all over the country by our in-house former practicing ERISA attorney. Hey Joel, Should we […]
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March 13, 2019
Categories
  • Blog
  • Newsletter

March Employee of the Month: Megan Loughman

Please join us in congratulating Megan Loughman for being selected as March’s Employee of the Month.  Although Megan has been with DFG for less than a […]
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March 7, 2019
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  • Blog
  • Newsletter

BNY Mellon Class Action Lawsuit: Did You Receive A Notice Regarding A Class Action Lawsuit Settlement?

Did You Receive A Notice Regarding A Class Action Lawsuit Settlement? Some employers recently received a notice in a class action lawsuit entitled Carver, et.al. v. […]
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March 4, 2019
Visualize Retirement Workbook
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  • Newsletter

Visualize Retirement Workbook

Retirement planning is both a financial and nonfinancial process. You may have received financial resources from your employer or financial advisor. But putting money aside now […]
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March 4, 2019
Categories
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Hey Joel! – My client wants to conduct an RFP for an ERISA attorney, what are important questions they should include?

Welcome to Hey Joel! This forum answers plan sponsor questions from all over the country by our in-house former practicing ERISA attorney. Hey Joel, My client […]
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March 4, 2019
Categories
  • Newsletter

Visualize Retirement What Are Your Participants Saving For?

All too often, retirement planning success is measured purely by financial metrics: savings amounts (15 percent per year), income replacement ratios (75 percent of preretirement income), […]
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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

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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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