Confused About Outsourcing?
It’s common practice for retirement plan sponsors to outsource services and support. Doing so is a wise move, since outsourcing frees businesses to focus on their core functions, and brings expertise to the retirement plan….
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Gen X: Ready Or Not—Retirement!
Even as Baby Boomers retire, and un-retire, and as the “great transfer” of their wealth to younger generations unfolds, the oldest members of Gen X are hitting 60 this year, and many hope to retire…
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Disputing An Adult Guardianship?
The stakes are high in a guardianship dispute. Because guardianships are established in court, ending or changing a guardianship cannot occur without court intervention. Read on for an overview of the motions which can be…
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Wealth Transfer and Women: Estate Plan!
With the Baby Boom generation growing older, an estimated $124 trillion is being passed on to younger generations. As a result: it’s estimated that in just a few years—by 2030—women will control way more money…
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Correction In Real Time
Despite diligence, achieving error-free compliance with regulations for company sponsored retirement plans can be tough. Mistakes and oversights do happen, and proactively addressing them is best practice. Updates made by the Employee Benefits Security Administration…
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Clear and Accurate: Beneficiaries?
For most savers, the 401k plan represents their largest asset toward ensuring both a secure older age, and the possibility of leaving loved ones with “at least a little something” for their well-being. Needless to…
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How Long Is Probate?
That’s a question lots of families find themselves asking upon the death of a loved one. The answer? It depends! Each state has its own protocols, though there are common practices. The length of time…
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Estate Planning: Tips for Collectors
Art? Vintage cars? Antiques? Jewelry? Fashion? Whatever your passion, if you enjoy collecting, you’ll also want to invest in a plan for the future of your treasures. While it is of course important to plan…
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Pay Attention: Older Workers
Driven by a variety of factors, including improved health, shifting attitudes about retirement, and financial necessity, the number of employees aged 65 and older continues to steadily increase. Wise employers are tuning into the trend,…
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