Optimism: Five Years Out?
What’s ahead for retirement plans? While there’s lots of worry about cybersecurity, plan leakage, and, the lingering impact of the current tsunami of ERISA litigation, industry experts see bright spots when looking ahead. More…
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Probate vs Probate Litigation?
When a loved one dies, grief can make legal terms even harder to comprehend then usual. Here’s clarity on probate: most families will work through their state’s probate process to settle the affairs of…
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Trusts and Wills: Understanding Differences
Wills and trusts are both helpful estate planning tools. Either a will or a trust enables families to lay out how assets are ultimately to be distributed. When wills are used, the public probate…
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Endless Responsibility Lists?
That’s what retirement industry experts say plan sponsors are confronting amid rising expectations for keeping retirement accounts safe. As Michael Bonfante, Business Development Manager at Colonial explains in FiduciaryNews: “Since the DOL’s release of…
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Plan Sponsor Worry List
Plan Sponsor Worry List Retirement plan sponsors across the country find themselves with ever more to do—and worry about—especially in small businesses. Striving to provide employees with better benefits, keep up with regulations, address cybersecurity…
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Sales Tax Bonds Explained
When you’re in business to sell, chances are good that you are required to report and file the applicable sales taxes with your local and state governments. As a guarantee that you will do…
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Expanding: Clean Energy Construction
New executive orders from the White House leverage the Defense Production Act of 1950 to propel clean energy construction and, ultimately, increase the production of clean energy in the United States. Domestic Manufacturing Construction…
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ERISA 104b Requests?
Retirement plan participants have the right to request plan documents and information. When they make a request, it’s important to respond in a timely manner—and to keep a record of doing so. Pay attention…
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Public Leaders Agree: Securing Retirement
The Senate’s Health, Education, Labor and Pensions Committee (HELP) has advanced the RISE and SHINE Act aimed at improving retirement security. It is anticipated that the Senate Finance Committee will now add to the…
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