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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 […]
October 4, 2018

Women and Wealth: Overcoming the Financial Challenges Facing Today’s Female Professionals

Women today are thriving in the workforce. They are entrepreneurs, CEO’s, and leaders in their respective fields. In fact, women represent 47% of the workforce and […]
September 27, 2018

Be Fully Prepared for the Future By Truly Preparing for Long-Term Care

September 21, 2018

Do Not Let a Good Hire Go Bad

Article by David R. Leng, CPCU, CIC, CBWA, CRM, CWCA   “How can I stop hiring problem employees?”   This is a common question, and one […]