Financial Services & Wealth Management News

Blog

February 21, 2019
Reminder about the Changing Rules for Hardship Withdrawals

As 2019 is fast Approaching, a Reminder about the Changing Rules for Hardship Withdrawals

The opportunities to take in-service distributions from retirement plans are limited prior to age 59½. An exception is hardship withdrawals. The requirements for hardship withdrawals are […]
February 20, 2019
Prevent Package Theft

Ship, Ship, Hooray! 7 Package Theft Prevention Tips You Need to Know

From purchasing the latest gadgets to ordering your groceries for the week, you are able to buy just about anything online. But, how safe are your […]
February 15, 2019

February Employee of the Month: Lance Duncan

Please join us in congratulating Lance Duncan for being selected as February’s Employee of the Month. Lance has been with DFG for four years. Lance has […]
February 6, 2019

Insure Your Love With Life Insurance

It’s Valentine’s Day, and love is in the air. Whether you’re married, a parent, or surrounded with loving friends and family- it’s hard not to think […]
February 6, 2019
Effective Employee Education

Effective Employee Education

Fiduciary duty requires you to provide your employees and participants with educational opportunities so they can make informed investment decisions. It’s not always easy to know […]
February 6, 2019

Hey Joel, What Are The Risks For Late 5500 Filings?

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 […]