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October 30, 2019

Beat Rising Healthcare Costs with a Financial Wellness Program

Healthcare costs are on the rise, and employers expect double-digit growth in the next decade. As a result, there’s a growing trend toward financial wellness programs […]
October 30, 2019

The Top Three Reasons to Outsource Fiduciary Services

Many companies are outsourcing more and more activities, mainly because outsourcing can provide cost savings and increase productivity. Outsourcing allows companies to focus more on their […]
October 30, 2019

Keeping in Compliance: IRS Tips for Plan Sponsors

As an employer, you’re responsible for keeping your company’s retirement plan in compliance at all times. Additionally, your plan document should be reviewed on an annual […]
October 25, 2019

October Employee of the Month- Penny Brant

Please join us in congratulating Penny Brant for being selected as October’s Employee of the Month. Penny has been on the Duncan team for 21 years […]
October 25, 2019

No Spend November- Are You Up to the Challenge?

As we tee up for a new month (November—already?) we also begin to brace for the turn of the season. No—we aren’t talking about winter. We […]
October 9, 2019

No Tricks- Meeting with an Advisor is a Treat

October is the month of candy, pumpkins, and… financial planning? That’s right- October is National Financial Planning month! And if you’re like many individuals, setting up […]