Even Allegations Are Costly
As a record number of new ERISA class actions were filed in the past year, smaller retirement plans are increasingly impacted. Since even the allegation of an ERISA breach can be very costly, small businesses…
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Heading Into Act Two
Government plans dubbed “Secure 2.0” are underway, strengthening 2020’s Secure Act to advance more retirement saving efforts. Recognizing that the COVID-19 crisis has underscored the critical importance of saving, policy makers are eager to…
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Roads and Bridges: Yes, Please!
As infrastructure plans and budgets continue winding there way along the path, economic experts have assessed the various scenarios under discussion and are optimistic that regardless of the “winning plan,” road and bridge construction will…
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Assets Passed Outside of Wills?
We all know—at least in theory—the importance of having a will that clearly communicates our intentions for passing along assets (be they few or many) It’s also important to appoint someone to execute the will…
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Testator Intent or Scrivener’s Error?
Testator Intent or Scrivener’s Error? A recent sibling dispute over a will in Texas underscores the importance of testator intent in probate law. An appeals court affirmed a trial court decision to reform a will,…
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Start-ups: Moving Biz Success
Carpe Diem. With so many Americans on the move, there may never be a better time to start or expand a moving company. It’s OK to start small. Moving success stories are popping up…
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Bingo’s Back!
We’re inching toward normal. Feels good, right? What’s more normal than a bingo game? Hmmm. Not much. Bingo is back—and sounding more fun then ever. With halls and calls springing to life around the country,…
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Apple’s Building—A Lot!
Apple’s building a campus on the East Coast—and spreading out in other places too. Juicy building projects—and jobs are in the near future. Interesting! As you ponder Apple’s growth plan, consider your own. Surety line,…
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Expanding: ERISA Fiduciary Responsibilities
Information about how ERISA litigation is playing out in courtrooms across the country helps retirement plan fiduciaries understand their increasing responsibilities. With the Department of Labor’s recent call to action on cybersecurity, fiduciaries from plans…
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