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ERISA 09.25.2025

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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Cryptocurrency in the 401K?
Court Bonds 09.24.2025

Contesting An Estate Plan?

Yes, it is possible to contest a will or trust, based on validity, interpretation, or administration. However, though relations or friends may feel anger or disappointment about the plans made by a loved one who…
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Contesting An Estate Plan?
Court Bonds 09.24.2025

Grandchildren: Custodial Account?

For many grandparents, the joy of grandchildren inspires a desire to leave “even a little something” behind for them. Indeed, monetary gifts, no matter how modest, can prove to be life changing. One way to…
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Grandchildren: Custodial Account?
ERISA 09.19.2025

401k Committee

Though ERISA does not require a committee for the company sponsored retirement plan, having a well trained and organized committee can contribute to prudent decision-making regarding plan administration, investment selection and oversight. A well-functioning committee…
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401k Committee
ERISA 09.19.2025

Retirement Plan: Adding the Student Loan Match?

One of the many provisions tucked into 2022’s massive SECURE 2.0 legislation is the option for employers to assist employees with student loan payments, by treating the payments as a contribution to the retirement plan,…
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Retirement Plan: Adding the Student Loan Match?
Court Bonds 09.17.2025

Protecting Children, Achieving Dreams

If you have children, you have hopes and dreams for them, and ideally, you’re also saving up for their needs as they grow. If something happens to you suddenly, who knows about your savings and…
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Protecting Children, Achieving Dreams
Court Bonds 09.17.2025

Estate Planning With Debt?

Even though estate planning is typically associated with arrangements for distributing assets upon death, it’s a wise idea to consider debts too. Financial obligations do not automatically evaporate when we die, and sorting out what…
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Estate Planning With Debt?
ERISA 09.11.2025

401k Plans and Audits?

Yes, generally, company sponsored retirement plans with 100 or more participants must include an independent audit report with the annual filing of Form 5500. Additionally, the Department of Labor’s Employee Benefits Security Administration (EBSA) can…
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401k Plans and Audits?
ERISA 09.11.2025

How To Manage Your Fiduciary Liability

When you sponsor a retirement plan at your business, you are a fiduciary. Whether or not you know that, understand it, or enjoy the responsibilities it entails, under the high standards of the Employee Retirement…
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How To Manage Your Fiduciary Liability