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ERISA 01.28.2023

Retirement Security?

  Gender, race and ethnicity continue to play a big role in our chances for retirement success. The 20th annual retirement survey from Allspring Global Investments provides the latest intel on gaps, pointing to the…
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Retirement Security?
ERISA 01.28.2023

New Compliance Pressures: Secure 2.0

  National risk management experts point out that although widely embraced, the comprehensive new Secure 2.0 legislation brings new compliance responsibilities for retirement plan sponsors. Here’s what you need to know—and do.   A Litany…
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New Compliance Pressures: Secure 2.0
Court Bonds 01.20.2023

What Not To Do: Executors

  Serving as the executor for a friend or loved one comes with a long list of responsibilities. While performing these duties, it is also important to avoid missteps. Estate law experts provide advice about…
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What Not To Do: Executors
Court Bonds 01.20.2023

Surrogate Court or Probate Court?

  Estate law experts help families understand the public processes and protocols that bring closure to our affairs when we die. Attorneys also help us navigate the complex terminology involved along the way, which tends…
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Surrogate Court or Probate Court?
ERISA 01.20.2023

Best Practices: #9 and #12

  While it is necessary for retirement plan sponsors to follow all of the cybersecurity best practices prescribed by the Department of Labor, numbers 9 and 12 on the list hold particular importance: following them…
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Best Practices: #9 and #12
ERISA 01.20.2023

​It’s An Emergency: Really?

  Under Secure 2.0, retirement savers will find it easier to draw on their funds should an emergency strike. Though COVID-19 has reinforced the critical importance of emergency savings, there are some concerns among financial…
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​It’s An Emergency: Really?
ERISA 01.14.2023

Challenging Current Offerings

Facing market volatility and high interest rates, retirement plan sponsors are rethinking investment options for participants. According to industry experts, many plan sponsors are challenging current offerings in a quest for both diversification and protection…
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Challenging Current Offerings
ERISA 01.14.2023

Defense Costs Rising

  The year is already finding some employers defending themselves against allegations of fiduciary breaches under the high standards of ERISA law. Whether or not the allegations are true, defense is expensive. In fact, experts…
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Defense Costs Rising
Court Bonds 01.14.2023

What About The Car? Affairs of The Estate

  When a friend or loved one dies, their car is usually the last thing on anyone’s mind. Ultimately, however, an answer must be found to “what about the car?” Typically, the task of dealing…
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What About The Car? Affairs of The Estate