Financial Services & Wealth Management News

Financial Services

March 4, 2019
Visualize Retirement Workbook

Visualize Retirement Workbook

Retirement planning is both a financial and nonfinancial process. You may have received financial resources from your employer or financial advisor. But putting money aside now […]
March 4, 2019

Visualize Retirement What Are Your Participants Saving For?

All too often, retirement planning success is measured purely by financial metrics: savings amounts (15 percent per year), income replacement ratios (75 percent of preretirement income), […]
March 4, 2019

Department of Labor Issues Relief Guidance for Victims of California Wildfires

The U.S. Department of Labor (DOL) recently issued benefit plan guidance and relief for plans and participants affected by the 2018 California Wildfires. The DOL recognizes […]
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

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 […]
February 6, 2019
Don’t Let Student Loan Debt Get in Your Way of Financial Success

Don’t Let Student Loan Debt Get in Your Way of Financial Success

If you find yourself in a position of not being able to pay off your student loan debt and save for your future, you’re not alone. […]