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ERISA 11.17.2023

Financial Forecast: Rainy Days

The disruptions of recent years have underscored the necessity of setting aside emergency savings, and one of the measures in SECURE 2.0 allows employees to do so within the company sponsored retirement plan. Plan sponsors…
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Financial Forecast: Rainy Days
ERISA 11.17.2023

Healthcare Savings and Retirement Plans?

As it becomes harder and harder to pay for healthcare, more employers are viewing Health Savings Accounts (HSAs) as part of a “holistic retirement savings” strategy for employees.   Widespread Challenges It’s not hard to…
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Healthcare Savings and Retirement Plans?
ERISA 11.10.2023

More Is Better

Though not always true in life, socking away more money for retirement is very important for most participants in employee sponsored retirement plans, so it comes as good news that the annual contribution limits for…
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More Is Better
ERISA 11.03.2023

Innovation and the 401k?

  When seeking to maximize the benefits participants reap from a 401k, it’s easy enough for plan sponsors to identify positive-sounding marketplace innovations. Typically, what’s more difficult is making decisions and implementing changes, given the…
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Innovation and the 401k?
Court Bonds 11.03.2023

Timing’s Everything: Probate Disputes

  Ideally, careful estate planning results in a valid will, and likely a trust too, as well as communication of intentions and designation of a fiduciary, such as an executor or trustee, to carry out…
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Timing’s Everything: Probate Disputes
Court Bonds 11.03.2023

Professional Fiduciary?

One way or another, someone has to close out our affairs when we die, and this person is a fiduciary, with legal obligations to carry out duties in the best interest of the estate and…
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Professional Fiduciary?
ERISA 11.02.2023

Help for Small Balance Accounts

  Small retirement accounts have been a big problem for a long time, as they tend to become forgotten and contribute to challenges related to missing participants, cash leakage, and, of course, sub-optimal participant outcomes….
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Help for Small Balance Accounts
ERISA 11.02.2023

Failure To Diversify: ERISA Violation

  Following an investigation by its Employee Benefits Security Administration (EBSA), the Department of Labor won a settlement for the participants of an employer sponsored retirement plan, arguing that fiduciary breaches, including failure to diversify…
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Failure To Diversify: ERISA Violation
Court Bonds 10.27.2023

Unmarried Partners: Avoid Intestacy

  Although it’s best for everyone to have an estate plan–and avoid dying “intestate”–it’s especially important for unmarried partners not to leave the distribution of assets for the law to manage. That’s because state intestacy…
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Unmarried Partners: Avoid Intestacy