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Cybersecurity and Your Retirement Plan – Are Your Participants at Risk?Cybersecurity and Your Retirement Plan – Are Your Participants at Risk?Cybersecurity and Your Retirement Plan – Are Your Participants at Risk?Cybersecurity and Your Retirement Plan – Are Your Participants at Risk?
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September 7, 2018
Categories
  • Blog

Cybersecurity and Your Retirement Plan – Are Your Participants at Risk?

Defined contribution plans and their partners share many important pieces of personally identifiable information (PII). Therefore, plan administrators should implement measures to protect PII and their […]
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August 31, 2018
Health-and-wellness
Categories
  • Uncategorized

Health Modification Can Increase Retirement Dollars

A top concern for individuals nearing retirement is out-of-pocket healthcare costs. A recent survey revealed that 74 percent (of 1,316 U.S. adults aged 50 or older) […]
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July 30, 2018
Health Savings Doctors visit
Categories
  • Blog

This Won’t Hurt a Bit: It’s Time to Include Health Care in a Holistic Retirement Strategy

Health care expenses are one of the most critical issues that workers and employers face today. Historically, both health care and retirement savings have largely been […]
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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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July 2, 2018
Exchange Your Old Retirement Solutions for New Ones
Categories
  • Blog

Exchange Your Old Retirement Solutions for New Ones

Article by: Jonathan Coombs, Investment Analyst What is an Exchange? An exchange is a turnkey solution for businesses that allows you to provide the benefit of […]
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June 29, 2018
Categories
  • Blog

I’m Too Young to Save for Retirement!

Too often, we hear the younger generation of workers tells us saving for retirement is not high on their priority list. It’s easy to understand why […]
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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
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