Financial Services & Wealth Management News

Employee benefits

January 3, 2019

Hey Joel, Will hardship suspensions go away in January 2019?

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 […]
December 20, 2018

New Year’s Resolutions for Your Business

A New Year is an opportunity to take inventory of your current behaviors and find areas for personal improvement. However, contrary to popular belief, New Year’s […]
December 5, 2018

Exchange Your Old Retirement Solutions for New Ones

What is an Exchange? An exchange is a turnkey solution for businesses that allows you to provide the benefit of a retirement plan while offloading some […]
December 5, 2018

Hey Joel, Should I Distribute the Fiduciary Investment Review to Plan Participants?

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 […]
November 15, 2018
Employee of the Month- Rachel Botti

November Employee of the Month- Rachel Botti

Please join us in congratulating Rachel Botti for being selected as November’s Employee of the Month.  Rachel has been with DFG for 6 years as an […]
November 5, 2018

Don’t Let Your Retirement Plan Turn from Benefit to Liability

A retirement plan is important to your business — and to all the employees relying on it for income later in life. However, mistakes and confusion […]