Modern Etiquette in Estate Planning
Our lives have become so different from those lived by our grandparents. Estate planning involves new considerations too. Family Composition and Conversation These days many families include a wide web of relations and connections: For…
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Hoping To Retire Someday Soon?
Now more than ever, employees are turning to the workplace for information and tools to help with financial wellness. Employees nearing retirement will benefit from the information to support their planning efforts. Plan sponsors are…
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Impactful Retirement Plan Design Features
Across the country, employers are looking for ways to help workers secure their financial futures while steering out of the pandemic and related economic disruption. Retirement planning experts suggest focusing on impactful plan design features….
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Most ERISA Lawsuits Don’t Make Headlines
Participants in the American Red Cross Savings Plan are suing the organization—and many of its fiduciaries—over excessive fees. Retirement plan fiduciaries from businesses of all sizes are taking note! Breach of Duties Alleged Regarding…
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Successful Retirement Plans: What’s Your End Goal?
Why do you sponsor a retirement plan for employees? What’s your desired end result? What metrics do you use to gauge success? How Do You Measure Success? The administrative and compliance responsibilities associated with sponsoring…
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Decreasing Financial Stress at Work
Employees who are less worried about their finances do better at work—and of course that creates a ripple that benefits business. It makes good sense to attend to the financial wellness of workers. Common Sense…
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Paying The Bills: Administering Your Affairs
Ever felt like your bills have a life of their own? It’s not so far-fetched a thought, since upon death, they keep coming—and need to be paid. Here are some tips for settling affairs….
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Understanding Executor De Son Tort
Literally, these words mean: executor of one’s own wrong. In estate law, the phrase is used when someone who has not been authorized to administer an estate becomes involved in doing so. Executors: The…
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Springing Forward: Construction Forecast
As 2021 starts to gets its groove on, experts predict that the construction industry will be making up for lost time. Many contractors are likely to be hiring again—there could even be a labor…
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