Where’s The Data? Invisibility Challenges
To succeed in the construction business, owners not only need data—they need to quickly access and see the right data to inform decisions in real time. Unfortunately, an industry survey finds that doing so…
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Benefit Management Priority: Cybersecurity
Experts remind employee benefit plan managers that they have increased accountabilities for cybersecurity and must roll up their sleeves to work at the intersections of plan management and technology. Mind The Gap Leaders at…
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Recordkeepers and Their Providers: Diligence!
The role of employers in helping workers plan and save for retirement is growing and recordkeeping service providers are responding with expanded offerings, often provided through third parties. Accordingly, when selecting and monitoring recordkeepers,…
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Assets, Debts, Taxes: Executor Duties
Agreeing to execute the will of a loved one or friend involves more then most people realize. Executors are encouraged to prepare ahead of time to the greatest extent possible. Experts share their insights for…
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Estate Plans: It Takes a Village
By it’s very nature, creating—and periodically updating, an estate plan requires us to involve others. Importantly, for example, when young children are involved, a guardian must be designated. Wills rely on personal representatives, typically…
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Executing Paul Allen’s Estate
When Microsoft co-founder, Paul G. Allen died in 2018, his net worth was estimated at $20.3 billion. His sister Jody Allen has had the big role of executing his estate in line with his…
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Inheriting Debt?
Mortgages, credit card bills and car loans are among the types of debt left behind upon the death of a loved one. What happens to these debts? Can the burden of payment be passed on…
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Saving for Retirement: Technology Helps
Retirement plan service providers have been investing in online tools and content to keep plan participants more engaged, informed and active in managing their paths to retirement. Recent research illustrates how digital experiences are…
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10,000 A Day?
That’s how many Baby Boomers are retiring—each day. In 2024, the United States will have more 65 year olds then at any other time in history. Experts observe that those planning for retirement are…
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