When Will A Cyber Attack Impact You?
Retirement plan experts advise plan sponsors to step up preparedness for cyber attacks. Solutions built on “if” a cyber attack occurs are now less relevant than solutions built on “when”a cyberattack occurs. In other…
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401k Plans: Record High Participation
Data indicates that the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 is having an impact. The Plan Sponsor Council of America’s 64th Annual Survey reveals positive trends related to retirement…
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Civil Procedure: Injunction Reversed
Although temporary injunctions can be useful legal remedies, enabling actions to be paused while the issues at stake are being assessed and resolved, specific rules of civil procedure must be carefully followed whenever an…
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Sticky Notes Are Not An Estate Plan
Tony Hseih died without a will in 2020, leaving behind an estate estimated to be worth hundreds of millions. The entrepreneur, most famous for leading Zappos, was known for his progressive ideas about happiness…
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Retirement Decumulation? Trends for 2022
Save for a healthy and secure older age. That’s why 401k plans exist, right? What’s never been as clear, is the answer to “then what?” How do we responsibly use retirement funds to meet our…
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401k Action: Assisted Roll-Out?
Businesses, the retirement industry, and, of course plan sponsors, are abuzz with how to facilitate the portability of retirement savings when employees change jobs Making portability a reality in 2022 requires “roll-out” support when…
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Inheritance: Dividing The Money Evenly?
No, parents do not have to divide their assets evenly among their children when creating a will. Although it is common to do so, there are no laws entitling each child “to get their…
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Special Needs Grandchildren?
If you have grandchildren with special needs and hope to leave them money when you die, you’ll want to take extra care with your estate plan. Your good intentions could inadvertently result in them…
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Small Businesses: Left In The Dark?
Retirement plan sponsors from small and midsize businesses are challenged by the task of evaluating the cybersecurity procedures and protocols of recordkeepers and other service providers. Experts provide advice about adhering to The Department…
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