Financial Services & Wealth Management News

Employee benefits

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 […]
November 5, 2018

Hey Joel! Can I Avoid an Audit by Splitting My Employees Into Two Plans?

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 […]
October 8, 2018

Participant Corner: Skip the Line, But Don’t Skip the Match

Download the “Skip the Line” Flyer Here! Earn your full savings potential by hitting the full match plus more. For help finding the correct deferral amount […]
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 […]