No Trustee? Consider a Third Party
When a trust is established as part of estate and care planning, a fiduciary must be named to carry out the purpose of the trust. This person is referred to as a trustee. It is…
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Teamwork: Clarity Please?
When projects end up in a nasty swirl of finger pointing and blame, it’s probably time to take a good look at clarifying goals, and roles. “Always make the customer happy,” is a nice mantra,…
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Craft Laborers: New Training Options
From the foundations of homes to the complex infrastructure of bridges and tunnels, construction craft laborers are the backbone of the building industry. To address the significant gap between the demand for these workers and…
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Fiduciary Duties: Ask Why
Retirement plan sponsors can easily find themselves going down the rabbit hole of ERISA requirements. Even the lingo can be head tripping. Given what’s at stake though, —-a retirement account is often the biggest asset…
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ERISA Hot Button: Forfeitures?
Will the wave of ERISA lawsuits related to the handling of retirement plan forfeitures result in a potential upheaval of how these funds must be managed? Only time will tell, but as allegations continue…
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Addiction and Estate Planning
With millions of American families grappling with the complex terrain of addiction, proactive estate planning is an important way to craft a safety net—-a framework of carefully considered strategies that provide stability and support in…
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Digital Accounts? Estate Planning Tips
Make things as easy as possible for yourself, and the loved ones who will eventually step in to help, by proactively organizing your digital affairs. For example, carefully provide account and access information to your…
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Heroes, Heartbreaks and Hopes…
What do heroes, heartbreaks and hopes have to do with sponsoring a 401k plan? A whole lot when we pause to remember: ultimately, our duties as fiduciaries are about people—people who aspire to healthy and…
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Out of Business In 6 Months?
Several recent incidents involving the improper access of retirement data by third party call center representatives underscore the important role plan sponsors must play in mitigating cybersecurity threats. Unfortunately, the majority of cyber breaches…
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