Duncan Financial Group’s Plan Administration department understands the need for excellent service at competitive prices in the administration of your company’s retirement plan. We have consistently delivered first-rate personal service and expertise to our clients for over 25 years. We are dedicated to helping our clients implement and maintain retirement plans that meet corporate goals and objectives, while you are focused on running your business, our Plan Administration department is focused on servicing your plan for financial success.
Since the beginning, service to our clients has been our primary objective. Over the years, we have endeavored to keep our clients as involved as they want to be with their plan’s administration. As a result, we provide a degree of service that is commensurate with our clients’ needs. This can range from occasional consulting to the day-to-day communication with plan participants. Built on this business model, our relationships last for generations.
Whether you come to us to establish a new plan or administer an existing plan, our team of qualified professionals are here to design and implement a plan tailored to meet your company’s specific needs.
Our technical knowledge and commitment to excellent customer service in the administration of qualified plans are the values we bring to our clients and their employees.