ESG Investments and ERISA?
Although previous regulatory guidance from the Department of Labor has dampened efforts to include environmental, social and governance (ESG) investment options in retirement plans, experts advice that inclusion of these options can be important…
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Charitable Trust?
By designating assets to non profit organizations, families can use wealth for social good. Estate planners explain charitable trusts, clarifying the difference between charitable remainder and lead trusts. Charitable Trusts Are Irrevocable Charitable…
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Making a Will? Be Specific
Of course making proactive decisions about family assets and treasured belongings is challenging, but lawyers encourage as much specificity as possible when making a will. Reliance on “the kids” to work things out “later”…
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Understand The Importance: Wills and Executors
Even amidst the painful lessons of the pandemic, most Americans still don’t have a will, and correspondingly, have not designated anyone to attend to their affairs upon death. Legal experts share insights to spark…
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Family Secrets and Estate Plans
Big secrets withheld from close family members are difficult during life—and perhaps even more devastating upon death, when loved ones no longer have the hope of making peace with a surprising new reality. However,…
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Constructing at Community Colleges
An expanded resource center for veterans and a completely renovated building for studies in science, math and engineering (SEM) at Cypress College in North California exemplify efforts to strengthen the community college experience. Reimagining and…
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Steel Bridges: Preventing Collapse
The University of Kansas has been chosen by the Federal Highway Administration for research on some of the root problems impacting aging bridges across the country. It is anticipated that the $500,000 research grant…
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Unauthorized Access: Data Protection
Experts provide advice on the essentials of preventing unauthorized access to data for criminal use. Read on to understand what is included in a comprehensive cybersecurity plan and how every business can affordably secure…
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Now What?
Winning lawsuits against 401k plans have established precedents that are fueling more claims. Industry experts urge plan sponsors to examine the underlying basis of most of the claims. Doing so offers a roadmap for…
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