• (724) 863-3420
  • (724) 863-3287
How and When to Pay Plan Expenses with Plan AssetsHow and When to Pay Plan Expenses with Plan AssetsHow and When to Pay Plan Expenses with Plan AssetsHow and When to Pay Plan Expenses with Plan Assets
  • 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
✕
May 25, 2020
Categories
  • Blog
  • Retirement

How and When to Pay Plan Expenses with Plan Assets

Some retirement plan expenses can be paid for with plan assets — but many can’t. Which are the “reasonable and necessary” retirement plan expenses that can […]
Do you like it?
Read more
May 12, 2020
Categories
  • Blog

Financial Tips for New College Grads

Congratulations, graduate! Your hard work and dedication have led you to and through the collegiate finish line. As you embark on your next chapter, you are […]
Do you like it?
Read more
April 29, 2020
Categories
  • Blog

Should your Company Implement a Student Loan Assistance Program?

The simple answer is yes! By doing so, you’ll attract, retain, and engage top college-educated talent at your company. Twenty-six percent of the U.S. workforce and […]
Do you like it?
Read more
April 2, 2020
Categories
  • Blog

Five Key Decisions for a Successful Retirement

Life is a series of decisions, and everyone has to live with the results of the decisions they make. One of the most serious decisions that we […]
Do you like it?
Read more
April 2, 2020
Categories
  • Blog

Addressing Employee Education Strategically

An educated employee is an empowered employee, especially when it comes to retirement savings and financial wellness. To help employees better understand their fiduciary process, the […]
Do you like it?
Read more
March 17, 2020
Categories
  • Blog

4 Family-Friendly Activities to Try at Home

With kids cooped up in the house during this time, many parents are trying to maintain a degree of education until school resumes. Keep your child entertained […]
Do you like it?
Read more
Prev page
1...1516171819...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