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Hey Joel! – What’s the appropriate number of members and positions for a retirement plan committee?Hey Joel! – What’s the appropriate number of members and positions for a retirement plan committee?Hey Joel! – What’s the appropriate number of members and positions for a retirement plan committee?Hey Joel! – What’s the appropriate number of members and positions for a retirement plan committee?
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May 10, 2019
Categories
  • Newsletter

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 […]
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May 10, 2019
Four Ways to Increase Employee Retirement Contributions
Categories
  • Newsletter

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 […]
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May 10, 2019
Ten Reasons to Roll Into Your Employer’s Plan Versus an IRA
Categories
  • Newsletter

Ten Reasons to Roll Into Your Employer’s Plan Versus an IRA

Do you have retirement plan assets with a former employer’s plan that you’re not sure what to do with? Review the pros and cons of consolidating […]
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May 10, 2019
How Many Investment Options Should You Offer?
Categories
  • Newsletter

How Many Investment Options Should You Offer?

Many plan sponsors struggle with deciding how many investment options to offer in their retirement plans. While people generally like to have lots of options when […]
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April 9, 2019
Categories
  • Newsletter

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 […]
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April 9, 2019
Loss Aversion and Fighting Fear
Categories
  • 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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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

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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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