• (724) 863-3420
  • (724) 863-3287
Tips for Preventing Uncashed Retirement ChecksTips for Preventing Uncashed Retirement ChecksTips for Preventing Uncashed Retirement ChecksTips for Preventing Uncashed Retirement Checks
  • 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
✕
February 27, 2020
Categories
  • Blog

Tips for Preventing Uncashed Retirement Checks

Managing uncashed retirement checks may be considered a nuisance by plan administrators. Nevertheless, the employer still has a fiduciary responsibility when a former employee fails to […]
Do you like it?
Read more
January 31, 2020
Categories
  • Blog

Target Date Funds and Fiduciary Obligations

Target date funds (TDFs) — which rebalance investments to become more conservative as a fixed date approaches — are a convenient way for plan participants to […]
Do you like it?
Read more
January 31, 2020
Categories
  • Blog

Too Many Choices: How Many Investment Options Should You Offer?

Many plan providers struggle with deciding how many investment options to offer in their retirement plans. While people generally like to have lots of options when […]
Do you like it?
Read more
January 2, 2020
Categories
  • Uncategorized

Improve your Retirement Plan by Encouraging Employees to Join

Many organizations face the problem of increasing employee participation in their retirement plans. Participation is crucial to the success of the plan, and it improves employee […]
Do you like it?
Read more
November 27, 2019
Categories
  • Uncategorized

The More You Know: Automatic Enrollment Notices

Many retirement plans today provide automatic enrollment for employees, meaning the plan sponsor initiates enrollment into the retirement plan on behalf of the employee. One common […]
Do you like it?
Read more
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
Prev page
1...678910...14
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