Financial Services & Wealth Management News


October 8, 2018

What You Need to Know About Life Insurance

We have all experienced an unexpected loss, or know someone who has. Although everyone knows athe importance life insurance in situations like these, many of us […]
October 8, 2018

Participant Corner: Skip the Line, But Don’t Skip the Match

Download the “Skip the Line” Flyer Here! Earn your full savings potential by hitting the full match plus more. For help finding the correct deferral amount […]
October 8, 2018

Beware of the IRS and DOL: Four Red Flags They Seek on Form 5500

The Form 5500 is an ERISA requirement for retirement plans to report and disclose operating procedures. Advisors use this to confirm that plans are managed according […]
October 8, 2018

Hey Joel! – Is my 501(c)(3) organization eligible for a 401(k) plan? Are there any benefits over a 403(b) plan?

Hey Joel! – Answers from a recovering former practicing ERISA attorney Welcome to Hey Joel! This forum answers plan sponsor questions from all over the country […]
October 8, 2018

How Do You Monitor a Dash? Evaluating Cash Equivalent Funds

October 5, 2018

October Employee Of The Month- Janet Beliles

Please join us in congratulating Janet Beliles for being selected as October’s Employee of the Month.  Janet has been with Duncan Financial Group for 8 years […]