Can’t Afford to Save?
New data points to the importance of plan sponsors continuously communicating with employees about how even modest savings add up on the path to retirement. Here are tips on boosting confidence in retirement saving….
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Special Needs and the Trustee Role
When setting up a trust for a loved one with special needs, you’ll also choose a trustee, which might be yourself, or a friend, relative or professional. No matter who you choose, it’s important to…
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Building a Waterfront View
Housing. A park. Even new shops—remember those? That’s what’s in the works along a 1.6 mile stretch of Philadelphia’s waterfront. How about gardens designed to collect the rainwater? Parking? Sure. Lots is possible as projects…
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Infrastructure: Rated D
As public officials wrangle final plans and finances for infrastructure spending, ratings from the American Society of Civil Engineers point to the tremendous need to build roads, bridges, waterways and more in states across…
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IRS Estate Law Updates
Along with the spring showers, there’s been some uncertainty in the air about the required minimum distributions for inherited retirement benefits. Estate law practitioners explain the confusion and offer an update. The Secure Act of…
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Settling Affairs: Get A Bank Account
Typically when someone dies without a will, an administrator is appointed in probate court to settle the affairs of the deceased. When there is a will, an executor generally performs this role. In either case,…
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High Expectations: Cybersecurity Updates
Under ERISA, Business owners who sponsor 401(k) plans have important fiduciary responsibilities related to the prudent selection and monitoring of service providers. EBSA has now issued guidance to ensure plan sponsors choose service providers who…
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Targeting Smaller Plans: ERISA Class Actions
It’s no secret that ERISA Class Actions have been on the rise, putting fiduciaries in the hot seat, especially related to decisions about plan fees. Though large plans were initially the prime targets, claims are…
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Travel Agent Anyone?
Suddenly, everyone wants to travel—and no one wants the stress of planning or navigating shifting rules on their own. That’s why licensed travel agents are experiencing a record-breaking surge in business—especially from new customers. Two…
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