Longevity Planning Vs Retirement Planning?
Trends toward both living and working longer are shifting how employees and employers have traditionally thought about financing retirement. Flexible hours and flexible benefits are becoming ever more important, and offering these benefits gives…
Read Moreabout Longevity Planning Vs Retirement Planning?
Probate Litigation Explained
While probate is the ordinary public process that settles our affairs when we die, probate litigation refers to legal contests requiring courtroom resolution. Examples of probate litigation include challenges to a will and lawsuits…
Read Moreabout Probate Litigation Explained
Local Builds Funded By RAISE?
The U.S. Department of Transportation (DOT) has initiated the process for awarding a new round of transportation grants, totalling $1.5 billion, under the RAISE program, which stands for Rebuilding American Infrastructure with Sustainability and…
Read Moreabout Local Builds Funded By RAISE?
Onshoring Boom: Lucrative Opportunities
The drive to bring manufacturing back to the United States has pumped piles of money, public and private, into construction, and absent derailment due to labor challenges, the momentum is expected to continue, creating…
Read Moreabout Onshoring Boom: Lucrative Opportunities
Moving The Needle: Auto Enrollment
Starting early and saving consistently are the keys to building a solid nest egg for retirement. Data continues to indicate that employer sponsored plans that utilize automatic enrollment and escalation are moving the needle,…
Read Moreabout Moving The Needle: Auto Enrollment
Failure To Obtain ERISA Bond?
Plan sponsor oversights add up fast, as a lawsuit brought by the Department of Labor (DOL) painfully reminds us. Allegations, specifically naming a plan sponsor, include abandonment of the plan—and failure to obtain the…
Read Moreabout Failure To Obtain ERISA Bond?
DOL’s Proposed Fiduciary Rule Explained
Public hearings and comment periods related to the Department of Labor’s proposed new fiduciary rule are currently slated to end in early January, 2024, making it important for plan sponsors to understand the basics…
Read Moreabout DOL’s Proposed Fiduciary Rule Explained
Understanding Peak 65
It’s here: 2024, and the demographic milestone anticipated to have a major impact on retirement plans (and realities) for Americans. As the phrase “Peak 65” implies, the largest number of Americans ever will turn…
Read Moreabout Understanding Peak 65
Trustee Duties: Disclosure and Accountability
When a trust is created, one or more trustees must be appointed to administer it. Far from being an honorary role, a trustee is obligated to manage the trust in accordance with the terms…
Read Moreabout Trustee Duties: Disclosure and Accountability