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January 11, 2026
Categories
  • Blog

Savings Inertia: Moving Beyond the Default

New research has revealed some telling patterns in employee retirement plan contribution rates. According to PLANSPONSOR’s 2025 Participant Survey, nearly 4 in 10 participants said that […]
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January 11, 2026
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  • Blog

OMB Poised to Review Proposed Rule on Paper Statements and E-disclosures

OMB Poised to Review Proposed Rule on Paper Statements and E-disclosures The regulatory follow-through on SECURE 2.0’s paper-statement mandate is now entering its next stage. The […]
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December 3, 2025
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  • Blog

Cybersecurity: A Top Plan Sponsor Concern

Cybersecurity: A Top Plan Sponsor Concern According to Escalent’s 2025 Retirement Planscape study, more than half of plan sponsors rank cybersecurity as their No. 1 “plan […]
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December 3, 2025
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Advisor Support is Key to Driving Confidence and Outcomes Among Younger Participants

Advisor Support is Key to Driving Confidence and Outcomes Among Younger Participants Access to an advisor tends to improve retirement confidence, according to a recent survey […]
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December 3, 2025
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  • Blog

Auto Portability: Helping Reduce 401(k) Leakage After Job Changes

Auto Portability: Helping Reduce 401(k) Leakage After Job Changes The Problem: Cash Out Leakage and Lost Accounts American workers now hold an average of more than […]
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December 2, 2025
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Six Retirement Plan Benefits You Might Not Know About

Six Retirement Plan Benefits You Might Not Know About When you think of the benefits of your retirement plan, tax-deferred savings and matching contributions are probably […]
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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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