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ERISA 07.10.2025

Retirement Plan: Professional Fiduciary? 

When sponsoring a retirement plan, hiring outside experts, such as experienced, professional fiduciaries, is generally considered a smart move. What’s not smart however, is being unclear about who has what responsibilities–and ultimately liabilities. Though plan…
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Retirement Plan: Professional Fiduciary? 
ERISA 07.10.2025

Form 5500: Is Yours Accurate?

Summer brings the deadline for signing and submitting Form 5500 to most retirement plan sponsors. Typically, we rely on service providers to prepare this annual report, so all we have to do is sign off….
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Form 5500: Is Yours Accurate?
Court Bonds 07.08.2025

Administrator? Executor? Personal Representative?

The term for the individual responsible for closing out the affairs of a deceased relative or friend can be tricky, so here’s help. When someone dies without a will, probate court typically appoints an administrator….
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Administrator? Executor? Personal Representative?
Court Bonds 07.08.2025

Let’s Talk: Money, Values and Hopes

Sooner or later in life, we have to take the ultimate actions of adulting: making plans for our later years, which include provisions for our caregiving needs in the event of decline, and the gifting…
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Let’s Talk: Money, Values and Hopes
Court Bonds 07.02.2025

Probate Questions Answered

The public process of bringing the affairs of the deceased to closure, aka probate, tends to sound scary and off-putting, and is often surrounded by confusion, and misinformation. Here are simple answers to the basic…
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Probate Questions Answered
Court Bonds 07.02.2025

Trial Vs. Appeal?

During a trial, attorneys present evidence and argue cases before a judge and jury. If there are grounds to challenge a trial court decision, the case goes to an appeals court, where an argument is…
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Trial Vs. Appeal?
ERISA 07.01.2025

What If…?

What if you sponsor a small to mid-size retirement plan, and get named in a copycat lawsuit alleging high plan fees, poor investment choices or failure to follow protocols? You’ll scramble to secure knowledgeable ERISA…
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What If…?
ERISA 07.01.2025

After The Hack: Lawsuits

It’s no secret that both the money and data in retirement plans offer cybercriminals  lucrative targets. As cybersecurity breaches threatening retirement accounts become more common, so too do lawsuits brought against retirement plan sponsors on…
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After The Hack: Lawsuits
Court Bonds 06.27.2025

Special Needs? SNT Explained

Estate planning is an important way for every parent to prepare for the inevitable, but it is doubly important for families when special needs children are involved. Future care plans must be carefully thought through,…
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Special Needs? SNT Explained