Financial Services & Wealth Management News

retirement plan

November 27, 2019

Four Tips for Increasing Your Retirement Dollars

Don’t Cash Out Retirement Plans When Changing Employment When you leave a job, the vested benefits in your retirement plan are an enticing source of money. […]
November 27, 2019

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 […]
November 25, 2019

November Employee of the Month- Kristen Hull

Please join us in congratulating Kristen Hull for being selected as November’s Employee of the Month.  Kristen has been on the Duncan team for a little […]
October 30, 2019

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 […]
October 30, 2019

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 […]
October 2, 2019

Retirement Readiness – Planning for the First Day of the Rest of Your Life

Much has been made of the current state of the American worker as it pertains to their retirement savings.  According to a recent study by the […]