Do You Need a Trust? What Type?
When you start working on your estate plan (a good thing to do), you may want to consider establishing a trust. What are some circumstances which make trusts useful? What kinds of trusts are possible…
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Estate Planning: Not Like This!
We all need to be organized about how our assets, medical care and family responsibilities will be managed when we die or become incapacitated. Simply put, this means having an estate plan. Experts point out…
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Save for Retirement—Then What?
Retirement experts are finding that despite the disruptions of the pandemic, employees are trying to focus on retirement saving—and planning. Increasingly, employees are looking for information about how retirement savings translate to retirement income. Plan…
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Carefully Moving Forward: Retirement Plans
As small businesses emerge from pandemic operations and work to evolve, experts caution retirement plan sponsors to allocate time to review the plan design, benefits and services. Participant needs are changing—and plan design options are…
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Fiduciary Responsibilities: A Quick Refresh
As a retirement plan sponsor, you know you have a fiduciary responsibility to ensure that the plan functions in the best interest of participants, but what exactly does that mean? Here’s a quick refresher. A…
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Stuck in Traffic: Add It Up!
The cost of freight transport delays have been analyzed by the American Road and Transportation Builders Association (ARTBA). The conclusion? Yikes! Perhaps understanding just how painful the “chokepoints” along our interstate highways are will help…
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Big Construction in the Northeast?
It’s happening. Step by step, big infrastructure projects are hitting the schematic and pre-design phases. Dollars and budgets are lining up too. Valued at a total of over $132 billion, here are the top 10…
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No Sign of Stopping: ERISA Lawsuits
Experts warn that ERISA lawsuits are continuing at a rapid, “cookie-cutter” pace. In particular, there has been a rise in lawsuits against smaller plans. Plan sponsors, in addition to securing fiduciary liability protection, are advised…
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Annuities? Interest Is Growing
As employers across the country continue looking for ways to support the financial wellness of workers, interest in annuities is growing. In fact, a recent Blackrock survey found that 82% of plan sponsors are likely…
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