Leave No Stone Unturned: Mistakes To Avoid

Everyone makes mistakes and that’s just part of being alive and ticking. Nonetheless, retirement plan sponsors have to try even harder to avoid mistakes: that’s because we are responsible for the retirement savings of plan participants (and their beneficiaries too)....

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No Pay, No Work?

Every contractor has most likely been tempted to halt a job at one point or another over not getting paid. Before calling it quits though, attorneys advise be sure you understand relevant laws in your state, carefully review your contract,...

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ERISA Litigation: So What, Now What?

Copying and pasting meeting minutes. Vague investment policies. Lack of prudent process around plan fees. Unclear protocols regarding the use of forfeited funds. These are all examples of sloppy retirement plan management practices that ERISA lawsuits have successfully used to...

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Civil Violations: The Cost of Non-Compliance

As a retirement plan sponsor, you are hopefully well aware of ERISA lawsuits that are disrupting businesses, grabbing headlines, and setting precedent. While civil litigation continues to present risks for retirement plan sponsors, it is also important to know that...

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Worth Thinking About: Yes or No?

When you own a construction business, it’s easy to fall into the trap of saying "yes" to every job that comes your way. More work means more money, right? Not necessarily. Taking on every project, regardless of the size, scope,...

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Probate Is Normal, Probate Litigation Is Not

Probate often gets a bad rap, likely because it is associated with two things we dread: death and bureaucratic procedures. Nonetheless, most families will likely experience probate, which is not to be confused with probate litigation. Simply put, probate is...

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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 by 62. Of course whether...

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Who’s On Your Team Now?

If it’s been a while since you really thought about the relationships that can help drive your business forward in shifting times, chances are you are due for some updates to your strategy. Subcontracting more. Paring down to a truly...

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No Trustee? Consider a Third Party

When a trust is established as part of estate and care planning, a fiduciary must be named to carry out the purpose of the trust. This person is referred to as a trustee. It is typical, though not required, to...

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