• (724) 863-3420
  • (724) 863-3287
Top Ten Fiduciary ResponsibilitiesTop Ten Fiduciary ResponsibilitiesTop Ten Fiduciary ResponsibilitiesTop Ten Fiduciary Responsibilities
  • 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
✕
November 27, 2019
Categories
  • Blog

Top Ten Fiduciary Responsibilities

A plan fiduciary plays an important role in the organization’s financial health. Not only do they oversee the fiduciary process, but they identify and serve the […]
Do you like it?
Read more
November 27, 2019
Categories
  • Blog

The Benefits of Matching Retirement Contributions

As the unemployment rate has dropped, hiring has grown increasingly competitive – especially for businesses with highly-specialized positions. It’s important to understand how retirement matches factor […]
Do you like it?
Read more
October 30, 2019
Categories
  • Blog

The Top Three Reasons to Outsource Fiduciary Services

Many companies are outsourcing more and more activities, mainly because outsourcing can provide cost savings and increase productivity. Outsourcing allows companies to focus more on their […]
Do you like it?
Read more
October 30, 2019
Categories
  • Blog

Keeping in Compliance: IRS Tips for Plan Sponsors

As an employer, you’re responsible for keeping your company’s retirement plan in compliance at all times. Additionally, your plan document should be reviewed on an annual […]
Do you like it?
Read more
September 24, 2019
Categories
  • Blog

September Employee of the Month- Kim Smith

Do you like it?
Read more
September 4, 2019
Categories
  • Blog

Index Funds – Looking Beyond Fees

The flow to passive management is one of the biggest talking points of the decade. With this shift came the daunting task, and responsibility, to better […]
Do you like it?
Read more
Prev page
1...56789...11
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