Wondering What’s Next?
Market volatility? New investment possibilities? Guaranteed lifetime income options? Policy changes? Regulation? De-regulation? Confusion and uneasiness trigger fears for retirement savers, and plan sponsors too. Fear can propel hasty decisions, like halting contributions, panic-selling, or…
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Probate Proceeding In New York?
In New York State, the affairs of the deceased are settled through probate proceedings which take place in the county Surrogate’s Court. When a will has been made, it is “probated,” through the Surrogate’s Court….
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Asset Conflicts? Probate Litigation!
Even though we all know we should organize our affairs, put estate plans in place, and communicate our intentions and plans to loved ones, most of us avoid these difficult to-do list items. As a…
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Advice from Elders: Save, Save, Save
At what age do you become an elder? At what age do you take advice from your elders? Hmmm! Even as answers to these questions remain elusive, one thing is clear: we don’t have all…
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Information Chaos?
Retirement plan sponsors must be able to put their hands on lots of records, ideally without hours or days lost searching. What email thread was that important committee decision documented in? Who’s got the most…
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Understanding The Responsibilities: Executor
Chosen when a will is written, the executor is legally obligated to carry out the intentions of the “testator” who made the will, as well as to adhere to all state probate protocols when closing…
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Divorce? Your Estate Plan Needs Attention
When you created an estate plan during your marriage, it was likely designed to protect assets for a shared future, as well as to protect your spouse should something happen to you, and vice versa….
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Civil Violations: The Cost of Non-Compliance
As a retirement plan sponsor, you are hopefully well aware of ERISA lawsuits that are disrupting businesses, grabbing headlines, and setting precedent. While civil litigation continues to present risks for retirement plan sponsors, it is…
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Cryptocurrency in the 401K?
As a retirement plan sponsor, hopefully you have access to wise and professional advice and services to assist you with the responsibility of stewarding the savings of your employees. Nonetheless, ultimately the responsibility for plan…
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