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Is Your Turnover Rate Routine? What You Need to Know About Partial Plan TerminationsIs Your Turnover Rate Routine? What You Need to Know About Partial Plan TerminationsIs Your Turnover Rate Routine? What You Need to Know About Partial Plan TerminationsIs Your Turnover Rate Routine? What You Need to Know About Partial Plan Terminations
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March 2, 2020
Categories
  • Blog

Is Your Turnover Rate Routine? What You Need to Know About Partial Plan Terminations

A partial plan termination is presumed by the IRS to occur when 20 percent or more of a company’s employees are no longer eligible to participate […]
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March 2, 2020
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Considering a Traditional Safe Harbor Retirement Plan?

It may be advantageous for a plan sponsor to consider adopting a traditional safe harbor design for their retirement plan. Adopting a safe harbor retirement plan […]
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February 27, 2020
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Tips for Preventing Uncashed Retirement Checks

Managing uncashed retirement checks may be considered a nuisance by plan administrators. Nevertheless, the employer still has a fiduciary responsibility when a former employee fails to […]
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February 21, 2020
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Become a Smarter Saver

It’s America Saves Week! We all have heard the statistics about America’s saving habits. “Fifty percent of Americans have less than one month of their income saved […]
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January 31, 2020
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Take Advantage of Your Company’s Retirement Plan Matching Program

Over 40 percent of employers now offer at least a small retirement plan match to employees, who can help manage their financial wellness by taking advantage […]
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January 31, 2020
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Target Date Funds and Fiduciary Obligations

Target date funds (TDFs) — which rebalance investments to become more conservative as a fixed date approaches — are a convenient way for plan participants to […]
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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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