Financial Services & Wealth Management News
March 16, 2020

A Message from Duncan Financial Group

To ensure the safety and well-being of our team, clients, and community, we are discontinuing face-to-face client meetings until further notice. The only way we can […]
July 26, 2019

July Employee of the Month- Lois Novakovich

Please join us in congratulating Lois Novakovich for being selected as July’s Employee of the Month. Lois has been on the Duncan team for seven and […]
May 10, 2019

Hey Joel! – What’s the appropriate number of members and positions for a retirement plan committee?

Welcome to Hey Joel! This forum answers plan sponsor questions from all over the country by our in-house former practicing ERISA attorney. Hey Joel, What’s the […]
May 10, 2019
Four Ways to Increase Employee Retirement Contributions

Four Ways to Increase Employee Retirement Contributions

As a retirement plan sponsor, you want your employees to save the most they can in order to reach their maximum retirement potential. A significant amount […]
April 9, 2019

Hey Joel! – Should We Consider Life Insurance In Our Retirement Plan?

Welcome to Hey Joel! This forum answers plan sponsor questions from all over the country by our in-house former practicing ERISA attorney. Hey Joel, Should we […]
March 4, 2019

Hey Joel! – My client wants to conduct an RFP for an ERISA attorney, what are important questions they should include?

Welcome to Hey Joel! This forum answers plan sponsor questions from all over the country by our in-house former practicing ERISA attorney. Hey Joel, My client […]