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Hey Joel! Can I Avoid an Audit by Splitting My Employees Into Two Plans?Hey Joel! Can I Avoid an Audit by Splitting My Employees Into Two Plans?Hey Joel! Can I Avoid an Audit by Splitting My Employees Into Two Plans?Hey Joel! Can I Avoid an Audit by Splitting My Employees Into Two Plans?
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November 5, 2018
Categories
  • Blog
  • Newsletter

Hey Joel! Can I Avoid an Audit by Splitting My Employees Into Two Plans?

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 […]
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November 1, 2018
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  • Blog

Preparing for Winter Weather

Fall has arrived, but there’s still time to get ready for winter weather, including storms. Extreme cold is always a possibility here in Downtown Irwin, so […]
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October 26, 2018
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  • Blog

5 Questions to Ask to Keep Your Haunting Brood Safe on Halloween

Despite the fact that Halloween involves walking around at night amongst ghouls and witches, it really only takes a little common sense to make the night […]
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October 22, 2018
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4 Tips for Reaching Your Retirement Goals

Whether you are 25, 45, 55, or older, the thought of saving for retirement can be daunting, to say the least. Nearly 70 percent of adults […]
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October 19, 2018
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  • Blog

Cashing in on Lady Luck: What To Do If You Hit The Lottery

What would you do with 1 Billion Dollars? Buy an island, travel the world, buy your dream house? As the Mega Millions soars to the highest […]
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October 19, 2018
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Saving for the Long-Term on Low-Income

One of the most integral pieces of a healthy financial plan is a sustainable long-term savings. Yet when it comes to spending and saving habits, many […]
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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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