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ERISA 12.05.2023

Form 5500 Updated For 2023 Reporting

The changes on the recently released Form 5500, for use when reporting on 2023, are significant. Expert analysis concludes that successive revisions to Form 5500 are sharpening its use as a tool for oversight and…
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Form 5500 Updated For 2023 Reporting
ERISA 12.05.2023

Predictions for Plan Sponsors: 2024

Change is in the air, and toward attracting and retaining employees, plan sponsors are busily expanding traditional company retirement plans to include financial advice, emergency savings, loan repayment and more. Read on for ideas about…
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Predictions for Plan Sponsors: 2024
Court Bonds 11.30.2023

Estate Planning: Tis The Season

Winter, along with festivities, offers families time for quiet togetherness, which can be well used to make or update estate plans and communicate about them too. Though doing so may feel difficult, having the basics…
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Estate Planning: Tis The Season
Court Bonds 11.30.2023

Feeling Thankful–and Lucky?

Two real life stories underscore the importance of making plans for our assets before it’s too late. If we are lucky to have more money than we can spend in our lifetimes, our generosity can…
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Feeling Thankful–and Lucky?
ERISA 11.30.2023

Stricter Fiduciary Standards?

As anticipated, the Department of Labor has released its proposed new fiduciary rule, which recommends redefining when “fiduciary status” is triggered for professionals who provide financial advice related to retirement savings. Serious legal challenges are…
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Stricter Fiduciary Standards?
ERISA 11.30.2023

Top Challenges for Business Leaders?

Challenge. Change. Conflict. Disruption. Dissatisfaction. With these words playing out in the news every day, no wonder surveys are finding business owners more worried than ever about attracting and retaining talented employees. In fact, fear…
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Top Challenges for Business Leaders?
ERISA 11.29.2023

Outsourcing Fiduciary Responsibilities?

Wisely, given the complexities, it’s common for employers to outsource the services and administration of the company sponsored 401k. Despite these arrangements, however, it’s important for plan sponsors to understand that ERISA responsibilities–and liabilities–can never…
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Outsourcing Fiduciary Responsibilities?
ERISA 11.29.2023

AI and The Duty of Prudence?

One way plan sponsors demonstrate the duty of prudence under the the standards of ERISA law is to regularly benchmark the 401k’s service providers and fees. This can be time consuming, but artificial intelligence is…
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AI and The Duty of Prudence?
Court Bonds 11.28.2023

Purpose Trusts?

Although it can be said that every type of trust has a purpose, in that it exists to accomplish the goals of the trustor who established it, not every trust is actually a purpose trust….
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Purpose Trusts?