• (724) 863-3420
  • (724) 863-3287
When Does a Participant Loan Become a Deemed Distribution?When Does a Participant Loan Become a Deemed Distribution?When Does a Participant Loan Become a Deemed Distribution?When Does a Participant Loan Become a Deemed Distribution?
  • Home
  • Personal
    • Meet with Specialist
    • Duncan Premier Planning Group
    • Estate Planning
    • Financial Wellness
    • Insurance
    • Taxes
    • Wealth Management
  • Business
    • Meet with Specialist
    • 401(k) Retirement
    • Business Insurance
    • Group Benefits
    • Risk Management
    • Tax and Accounting
  • Advice
    • Blog
    • FAQs
    • Resources
    • Video Library
  • About Us
    • Why Choose Duncan?
    • Your Dedicated Team
    • Keystone Partnership
    • Careers
    • Community
  • Other Locations
  • Contact Us
  • DPPG
  • Grow
  • Leverage
  • Protect
  • Transfer
  • Team
✕
January 13, 2022
Categories
  • Blog

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 […]
Do you like it?
Read more
January 13, 2022
Categories
  • Blog

Financial Wellness Needs a Long and Short Game

Financial Wellness Needs a Long and Short Game to Work for Both Participants and Organizations In the retirement plan industry, all too often we tend to […]
Do you like it?
Read more
January 13, 2022
Categories
  • Blog

Ten Things to Know About Your Employer’s Retirement Plan

What it is? Your employer’s retirement plan is a defined contribution plan designed to help you finance your retirement. Federal and sometimes state taxes on your […]
Do you like it?
Read more
December 29, 2021
Categories
  • Blog

10 New Year’s Resolutions for You to Think About

A David Letterman-inspired Top 10 List from your financial advisor Make Your 2022 Matter Well, if you’re like me, you will be thankful to make it […]
Do you like it?
Read more
December 10, 2021
Categories
  • Blog

Capital Gains for the 2021 Season Could be Huge

Mutual fund investors could see a record year for capital gain distributions When an investor sells a stock for more than the purchase price, the investor […]
Do you like it?
Read more
December 10, 2021
Categories
  • Blog

How to Prioritize What’s Important in Your Budget

Following a budget is essential to financial health, but it’s challenging for many people to create one and stick to it. Learn how to prioritize your […]
Do you like it?
Read more
123...28
Next page

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
“Cambridge Approval #217584.”

Privacy Policy | Terms of Use

© 2019 Duncan Financial Group. All Rights Reserved. Chroma Studios