ERISA Section 404(c) Protection?
ERISA Section 404(c) Protection? the Employee Income Security Act (ERISA) imposes personal liability on the fiduciaries of 401k accounts when breaches in responsibilities result in losses to participants, relief from this liability is possible—but only…
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The Last Line of Defense?
You! Although retirement plan sponsors and third party administrators may think of cybersecurity as a giant and never-ending swamp that would be nice to avoid, experts remind us that our vigilance is really the…
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Customizing A Special Needs Trust
Establishing a Special Needs Trust for a loved one ensures allows you to think about their needs, including the importance of maintaining eligibility for government benefits. Lawyers explain how a trust can be customized…
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Avoid Disputes
Avoid Disputes In addition to all the other important reasons to carefully prepare a will and or trust, is this one: having a solid estate plan is the best way to avoid the disputes that…
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Can You Avoid Probate? Should You?
There is nothing inherently bad about probate. Simply put, probate is the legal, public process that brings closure to our affairs when we die. Although most states offer expedited processes depending upon the level…
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18 and Up?
Simply put, everyone from the age of 18 on up needs an estate plan: the tools that will arm our loved ones to attend to our affairs. Ideally, they won’t need these legal documents for…
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A Must Have: Response Plan
Experts urge retirement plan sponsors to ratchet up their attention to cybersecurity—because cyber criminals have decided retirement accounts are worth their efforts. One immediate step plan sponsors can take is ensuring that an expert…
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Bumpy Times: Retirement Plan Shifts?
Retirement plan experts remind plan sponsors that market volatility makes it extra important to review plan investments. Additionally, as cost curtailment becomes a reality for some businesses, experts share tips on how to make…
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Do You Want Some More?
Money from the Infrastructure Investment and Jobs Act is headed to states. There are a number of resources to help contractors follow the money and compete, and whether you are going after a big…
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