Business Financial

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Business Financial

Helping employers attract, retain, and support their workforce through retirement plans, benefits, and financial wellness solutions

Duncan Business Financial Planning

Duncan Financial Group delivers integrated financial solutions designed specifically for business owners. From 401(k) plan design and fiduciary oversight to employee financial wellness programs and group benefits, we help you support your workforce while strengthening your bottom line.

401(k) Plan Design

From SIMPLE IRAs to 401(k), Profit Sharing, and Defined Benefit Plans, we design retirement structures built for growth-minded organizations, from closely held businesses to companies with more than 1,000 employees.

Your retirement plan should do more than simply meet regulatory requirements. It should reflect your culture, attract and retain talent, and serve as a genuine competitive advantage.

Many business owners don't realize:

Their plan fees may not be competitive
Their investment lineup may be outdated
Their fiduciary documentation may be incomplete
Their compliance processes may rely on third parties
Their provider may not be proactively reviewing the plan

That's not strategy. That's exposure.

We help business owners take back control with:

Custom 401(k) plan design aligned with your compensation strategy
Integrated fiduciary oversight
Proactive compliance monitoring
Transparent fee benchmarking
Investment performance review and documentation
Defined Benefit & Profit Sharing optimization strategies

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Plan Administration

Duncan Financial Group’s plan administrator plays a central role in helping employers manage and maintain their retirement and employee benefit plans. Serving as a key point of contact, the administrator oversees day‑to‑day operations, including enrollment, compliance with regulatory requirements, recordkeeping, and coordination with investment providers and third‑party administrators. By monitoring plan performance, managing participant communications, and ensuring that all processes follow current laws and plan documents, our plan administrators help employers reduce administrative burden and risk, while supporting employees in making informed decisions about their financial futures.

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Unlock the full power of your 401(k).

Schedule a complimentary, no obligation 401(k) review with us to help you cut fees, maximize your retirement strategy, and ensure full compliance.

Group Health Benefits

We specialize in the meticulous administration of employee benefits and the ongoing support that keeps programs running smoothly. Our team provides continuous service to address enrollment, eligibility, billing, and claims issues, ensuring that both employers and employees receive the guidance they need.

We have expertise across individual and business benefits, with solutions designed to deliver value and operational simplicity, including:

Self-Funded Health Plans
Group Life & Accident Coverage
Voluntary Benefits
Group Retirement Plans
High Deductible Health Plans
Traditional Group Health
Dental & Vision Plans
Health Reimbursement & Savings Programs
COBRA Administration
Legal & ID Shield

Making Benefits Work Together

Employee benefits should operate as part of a strategic system that supports both organizational goals and employee well-being.

Uniting benefits, investments, and insurance under one cohesive strategy
Extracting maximum value from your benefits investment
Ensuring employees understand and appreciate their benefits
Identifying claim trends and drivers of healthcare costs
Maintaining high-touch support to reduce complaints and confusion
Minimizing costs while promoting a healthier workforce

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Our commitment goes beyond administration. We focus on solutions that strengthen your benefits program, improve employee satisfaction, and support long-term organizational success.

Employee Financial Wellness Program

Financial stress is costing your company productivity, engagement, and retention. Our Financial Wellness program helps employees take control and build long-term financial confidence.

We don't offer financial wellness as an add-on,we use it to drive measurable business outcomes. Employees distracted by money concerns are less focused, less engaged, and more likely to leave.

Our Financial Wellness strategy helps employees:

Take control of debt
Increase retirement contributions
Make smarter investment decisions
Build long-term financial confidence

When employees feel financially secure, they perform better. That's not a perk, that's return on investment.

Our Employee Worksite Financial Wellness Program is a no-cost family benefit provided by your employer to support your overall financial well-being. Employees have access to:

One-on-one confidential meetings with experienced financial specialists
Educational group workshops and presentations customized to your workplace needs
Ongoing resources to help you make informed financial decisions

Employees receive personalized guidance on: