Civil Procedure: Injunction Reversed
Although temporary injunctions can be useful legal remedies, enabling actions to be paused while the issues at stake are being assessed and resolved, specific rules of civil procedure must be carefully followed whenever an…
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Sticky Notes Are Not An Estate Plan
Tony Hseih died without a will in 2020, leaving behind an estate estimated to be worth hundreds of millions. The entrepreneur, most famous for leading Zappos, was known for his progressive ideas about happiness…
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Retirement Decumulation? Trends for 2022
Save for a healthy and secure older age. That’s why 401k plans exist, right? What’s never been as clear, is the answer to “then what?” How do we responsibly use retirement funds to meet our…
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401k Action: Assisted Roll-Out?
Businesses, the retirement industry, and, of course plan sponsors, are abuzz with how to facilitate the portability of retirement savings when employees change jobs Making portability a reality in 2022 requires “roll-out” support when…
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Inheritance: Dividing The Money Evenly?
No, parents do not have to divide their assets evenly among their children when creating a will. Although it is common to do so, there are no laws entitling each child “to get their…
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Special Needs Grandchildren?
If you have grandchildren with special needs and hope to leave them money when you die, you’ll want to take extra care with your estate plan. Your good intentions could inadvertently result in them…
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Small Businesses: Left In The Dark?
Retirement plan sponsors from small and midsize businesses are challenged by the task of evaluating the cybersecurity procedures and protocols of recordkeepers and other service providers. Experts provide advice about adhering to The Department…
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Housekeeping Time: Tips for Plan Sponsors
You are not alone if you find yourself cloudy on your fiduciary obligations as a plan sponsor. Retirement industry executives observe that very few plan sponsors deeply understand their fiduciary duties or how to protect…
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Largest Soccer Stadium In the USA?
Largest Soccer Stadium In the USA? In May 2022, the largest soccer stadium in North America is slated to open in Nashville, Tennessee, just in the nick of time for the Nashville’s Soccer Club to…
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