Estate Planning: Tis The Season
Winter, along with festivities, offers families time for quiet togetherness, which can be well used to make or update estate plans and communicate about them too. Though doing so may feel difficult, having the basics…
Read Moreabout Estate Planning: Tis The Season
Feeling Thankful–and Lucky?
Two real life stories underscore the importance of making plans for our assets before it’s too late. If we are lucky to have more money than we can spend in our lifetimes, our generosity can…
Read Moreabout Feeling Thankful–and Lucky?
Stricter Fiduciary Standards?
As anticipated, the Department of Labor has released its proposed new fiduciary rule, which recommends redefining when “fiduciary status” is triggered for professionals who provide financial advice related to retirement savings. Serious legal challenges are…
Read Moreabout Stricter Fiduciary Standards?
Top Challenges for Business Leaders?
Challenge. Change. Conflict. Disruption. Dissatisfaction. With these words playing out in the news every day, no wonder surveys are finding business owners more worried than ever about attracting and retaining talented employees. In fact, fear…
Read Moreabout Top Challenges for Business Leaders?
Outsourcing Fiduciary Responsibilities?
Wisely, given the complexities, it’s common for employers to outsource the services and administration of the company sponsored 401k. Despite these arrangements, however, it’s important for plan sponsors to understand that ERISA responsibilities–and liabilities–can never…
Read Moreabout Outsourcing Fiduciary Responsibilities?
AI and The Duty of Prudence?
One way plan sponsors demonstrate the duty of prudence under the the standards of ERISA law is to regularly benchmark the 401k’s service providers and fees. This can be time consuming, but artificial intelligence is…
Read Moreabout AI and The Duty of Prudence?
Civil Works Keeping Builders Busy
In the Seattle region, huge private investments–think Microsoft and Amazon–were behind the previous construction boom. These days, building is still going strong but, as in much of the country, civic works are the primary driver…
Read Moreabout Civil Works Keeping Builders Busy
Once Upon A Time…
Marketing is about telling the story of what makes your company special, and while that seems obvious and straightforward enough, it’s actually easy to lose sight of your story while you are busy running the…
Read Moreabout Once Upon A Time…
Purpose Trusts?
Although it can be said that every type of trust has a purpose, in that it exists to accomplish the goals of the trustor who established it, not every trust is actually a purpose trust….
Read Moreabout Purpose Trusts?