February 6, 2019
Fiduciary duty requires you to provide your employees and participants with educational opportunities so they can make informed investment decisions. It’s not always easy to know […]
January 4, 2019
As we enter 2019, we are saying “Out with the old” and in with the New—Newsletter that is. At the end of January, we are going […]
January 3, 2019
“What records should I keep? How long should I keep them? How should I organize my files?” Advisors have been asked these questions time and time […]
December 5, 2018
Last year was one of the strongest years on record for hurricanes in the Atlantic region of the United States and among the costliest of seasons […]
October 8, 2018
Hey Joel! – Answers from a recovering former practicing ERISA attorney Welcome to Hey Joel! This forum answers plan sponsor questions from all over the country […]
July 24, 2017
From the July Newsletter- Employee Spotlight: Daneen Hayden Daneen Hayden is the Commercial Insurance Lead Account Manager at Duncan Financial Group. Every day she is responsible […]