Motivational Messaging: Retirement Savings
How’s participation going in your company-sponsored retirement plan? Amidst all the fiduciary duties involved in providing the plan, it can be easy to lose sight of the end goal—thriving retirement for all. Here are new…
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Love the Details!
That’s what ERISA legal experts advise plan sponsors to do. For example, when you buy a cup of coffee, you know how much you are paying, right? What about the retirement plan fees your…
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Apathy and Fiduciary Liability?
No retirement plan sponsor sets out to fail in their fiduciary duties. Running a small business can be exhausting, though, with good intentions ending up on the bottom of the to-do list. Pension experts offer…
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Fiduciary Lawsuits and Small Businesses
Were you diligent in your service provider selection process? Are your retirement plan fees too high? Right now, these are especially critical questions for plan sponsors from small businesses. ERISA litigation is having a “trickle…
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Crafting Business: Suds?
As you research your next entrepreneurial endeavor, don’t forget to put a trip to Seattle on your must do list. The collaborative and creative craft brew scene there will give you all the education you…
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Your Own Biz? Mortgage Broker!
Homebuyers hear about mortgage brokers from their friends. That’s why great mortgage brokers have big client lists—and relationships with lenders to meet their needs. With competition for housing stiff, buyers need their mortgages fast. Can…
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Trustee? Ask These Questions First
When a family member or friend asks you to serve as the trustee, it’s an honor, conveying they trust you to look out for the beneficiaries. It is also, of course, a big responsibility. Before…
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Trusts Are Helpful When…
We all need an estate plan. Frequently, a basic last will and testament is a great way to lay out your wishes and leave affairs organized for your loved ones. Sometimes, depending on your intentions…
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Airports Expanding: Billions Allocated
Quick question: What do Kalispell, Montana and Mascoutah, Illinois have in common? Airport expansion! It’s underway in New York City, Denver, LA, Charlotte, San Diego, Dallas, Austin and Orlando, too. Head’s up—bids are flying. Space,…
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