Too Much and Too Little? Medicaid Trusts
As confidence in the possibility of a real retirement falls, and the number of us living longer lives rises, there’s a real possibility that more of us will need public help in our later…
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Conservatorship vs Overprotection?
Conservators can be appointed to make financial decisions and safeguard assets for adults experiencing capacity declines, including changes related to aging and dementia. Professional conservators are a possibility and can be a huge relief…
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Blurry on Retirement
New data exemplifies the blurry feelings and ideas workers have about retirement, with about one third indicating that they are unlikely to ever actually retire, while about half of those in their 60s plan…
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New Theories of Liability
New trends in claims against retirement plans (and their fiduciaries) include allegations of imprudence related to investment fund choices. Even as excessive fee litigation claims brought in 2022 continue to clog up courts, new…
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Miles To Go Bridges
Despite building projects that moved 560 bridges out of the “in poor condition” category over the past year, states are having a hard time keeping up with bridges in need of attention–and leveraging the…
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Where’s The Cash?
Of course every contractor wants to avoid cash shortages–and the time and effort wasted while fumbling through them. Financial experts point to the importance of strong and steady daily processes that keep the cash…
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ERISA: Civil Violations?
Yes, the Department of Labor’s Employee Benefits Administration (EBSA) regularly pursues violations of ERISA, recovering funds for retirement plan participants. Civil corrections, litigation and even criminal indictments are all possibilities for plan fiduciaries under…
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Weeding Out Claims?
Despite hopes that a “heightened standard” for excessive fee claims would result in plan sponsors winning more motions for the dismissal of ERISA lawsuits, the fact is: plan sponsors are losing even more motions…
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What a Relief: Digitizing?
We all know we should stop relying on our beloved spreadsheets and the deceptive ease of firing off emails to share information and manage projects. We know cloud based operations management (aka digitizing) is…
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