On The Hook: Errors Caused By Providers?
As a plan sponsor, one of your critical duties is the selection and monitoring of the plan service providers. If they make an error, you could be held personally liable. Though you can never fully…
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Undue Influence?
Some Trust and Estate lawyers are observing a rise in claims of undue influence related to the affairs of decedents who suffered from dementia. The recent Matter of Varrone from Surrogate’s Court in Queens…
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Probate Litigation?
Family disputes over real estate or gifts. Contesting wills or trusts. Conflicts about guardianships or conservatorships. These are all examples of issues that can result in lengthy probate litigation cases. Experts advice families on the…
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Grieving and Playing Detective?
Imagine your loved ones digging through papers while in a state of grief? Unfortunately, this is what happens when there is a death in the family before affairs are put in order. For additional incentives…
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Head’s Up: Fee Disclosures?
Finding that 45% of retirement plan participants do not understand the information they receive about fees, the Government Office of Accountability has given the Department of Labor recommendations for strengthening fee disclosure regulations. What Will…
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Cryptocurrency and 401(k)?
As the work world—and employee expectations—continue changing rapidly, don’t be surprised by a curiosity about the potential for cryptocurrency as an investment option in the company retirement account. There are in fact a growing number…
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Retirement Lingo: Scratch The Jargon
Studies find that retirement plan participants crave more clear communication. Jargon is off-putting for everyone—and especially for Generation Z and Millennials. Industry experts conclude that even small changes can increase clarity, understanding and engagement. What…
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Responsible?
If you are a plan sponsor, responsible—that’s you. In fact, ERISA law obligates you to be more careful with the retirement assets of your employees than you are with your own money. Irresponsibility—whether or…
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401(k) Class Action Suits on The Rise: Protect Yourself and Your Plan
Benefits lawyers are currently experiencing a flood of lawsuits related to 401(k) plans. Plan sponsors need to closely follow ERISA regulations and ensure protection for retirement plans—and themselves. Challenging 401(k) Plan Fees An analysis by…
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