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5 Ways You Can Benefit from Partnering with a Retirement Plan Advisor5 Ways You Can Benefit from Partnering with a Retirement Plan Advisor5 Ways You Can Benefit from Partnering with a Retirement Plan Advisor5 Ways You Can Benefit from Partnering with a Retirement Plan Advisor
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July 1, 2022
Categories
  • Blog

5 Ways You Can Benefit from Partnering with a Retirement Plan Advisor

5 Ways You Can Benefit from Partnering with a Retirement Plan Advisor From decoding key ERISA regulations to keeping abreast of fees and providing educational support […]
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January 13, 2022
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When Does a Participant Loan Become a Deemed Distribution?

A recent IRS Issue Snapshot (link below) affirms that a participant loan is a legally enforceable agreement and terms of the loan agreement must comply with […]
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December 10, 2021
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Mitigating Risks for Small Business Owners

Creating a Risk Management Plan Small business owners power the U.S. economy. According to the U.S. Small Business Administration (SBA), almost 50 percent of Americans either […]
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December 10, 2021
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The Importance of Market Valuations

Although financial professionals often rely on long-term historical averages when making capital market assumptions, not all starting points are the same. As such, investors need to […]
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November 9, 2021
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Financial Wellness Gone Wrong

According to Forbes, a financial wellness program is the new “must-have” employee benefit. And it’s not hard to argue that it’s a must-have for plan sponsors […]
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November 5, 2021
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A Retirement Plan That Makes Tax Sense

One of the more popular types of retirement plans in use today is a 401(k) plan. One reason for their appeal is that employees are allowed […]
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Check out the background of firms and investment professionals on FINRA's BrokerCheck.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/ SIPC. Investment advisory services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Financial Planning Services offered through Duncan Financial Planning Advisors a registered investment advisor. Each company is independently responsible for the products and services they provide. Representatives of Cambridge Investment Research, Inc. do not provide tax or legal advice in their roles as registered representatives. Cambridge and Duncan Financial Group and its affiliates are separate entities. Cambridge Investment Research, Inc. Form CRS

Diversification and asset allocation strategies do not assure profit or protect against losses.
Brian Duncan, David Duncan, Nancy Conners, Edward Kavo, Alex Kline, Tim Kunkle, Robert McCalmont, Larry Qvistgaard, Frank Zoracki, Don Waite, Ron Kims, Julie Snyder, and Robb Stottlemyer are investment advisory representatives and registered representatives of Cambridge Investment Research, Inc. Greg Hicks and Kristen Hull are registered representatives of Cambridge Investment Research, Inc. They are collectively registered in the following states: AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, and WY
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