June 28, 2022

We believe personalized planning and employee retirement education matter.

We believe personalized planning and employee retirement education matter. At Duncan Williams Asset Management, our retirement plan results speak for themselves.

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Recent Articles

Checking Contribution Timing: Are Employee Deferrals Being Deposited Promptly?

When employees choose to defer part of their pay into your 401(k) plan, they’re trusting that those dollars move from payroll into the plan quickly and consistently.

Eligibility, Entry Dates, and Compensation Definitions: A Mid Year Check for Business Owners

For business owners sponsoring a 401(k) plan, three core concepts shape how the plan works every day: who is eligible, when employees enter the plan, and what counts as compensation for contributions and testing.

Inflation Cools, But the Fed Isn't Ready to Call It Over

Inflation just posted its biggest surprise of the year. June's CPI fell 0.4% — the first monthly drop in six years — but don't get too comfortable.

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We believe personalized planning and employee retirement education matter.

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