Financial Services & Wealth Management News


March 9, 2020

February Employee of the Month- Geonette

Please join us in congratulating, Geonette Novak, for being selected as February’s Employee of the Month. Geonette has been on the Duncan team for three years […]
March 5, 2020

Staying the Course: Coronavirus and Past Market Epidemics

As of February 28, 2020, global stock markets have entered “correction” territory, defined as a 10% decline from the index high. This is in large part […]
March 2, 2020

Simple Secrets for Retirement Success

Retirement planning can often seem complicated and daunting. Really, though, most of the actions you need to take to work toward a confident retirement are very […]
March 2, 2020

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 […]
March 2, 2020

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 […]
February 27, 2020

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 […]