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When It Comes to Planning for Retirement, Participants Want to Hit the Easy ButtonWhen It Comes to Planning for Retirement, Participants Want to Hit the Easy ButtonWhen It Comes to Planning for Retirement, Participants Want to Hit the Easy ButtonWhen It Comes to Planning for Retirement, Participants Want to Hit the Easy Button
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December 10, 2021
Categories
  • Blog

When It Comes to Planning for Retirement, Participants Want to Hit the Easy Button

According to J.P. Morgan’s 2021 Defined Contribution Plan Participant Survey findings, more than half of the 1,281 respondents indicate that they: •  Are presented with more […]
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March 17, 2020
Categories
  • Blog
  • Newsletter

Tips to Weather a Turbulent Market

With the recent market volatility, it’s understandable that you may be concerned about your investments. Volatile markets can make you wonder if you’re on track to […]
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April 9, 2019
Loss Aversion and Fighting Fear
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  • Blog

Loss Aversion and Fighting Fear

Loss aversion sounds like a good thing — trying to avoid losing. What could be wrong with that? Unfortunately, if taken too far, it can actually […]
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January 3, 2019
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  • Blog

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 […]
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December 5, 2018
Categories
  • Blog
  • Newsletter

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 […]
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July 2, 2018
Categories
  • Blog
  • Newsletter

Hey Joel: When does the five-year clock start for Roth withdrawls?

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, When does […]
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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
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