Financial Services & Wealth Management News

Plan Administration

January 3, 2019

Hey Joel, Will hardship suspensions go away in January 2019?

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 […]
January 3, 2019

Records and Their Expiration Dates

“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

Hey Joel, Should I Distribute the Fiduciary Investment Review to Plan Participants?

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 […]
October 5, 2018

October Employee Of The Month- Janet Beliles

Please join us in congratulating Janet Beliles for being selected as October’s Employee of the Month.  Janet has been with Duncan Financial Group for 8 years […]