Cybercriminals: Sophisticated Techniques
The Federal Bureau of Investigation reports a 69% spike in cybercrime complaints from 2019-2020. Financial losses totaled over $4 billion. As the techniques deployed by cybercriminals are becoming more sophisticated, retirement plan recordkeepers are…
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Committee Agenda?
Although ERISA does not require retirement plan committees, having the help of experts can contribute to decisions that are made prudently, in the best interests of participants and beneficiaries. Follow this expert guidance to ensure…
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Probate Can Be Helpful
Although it is often assumed that it is best to avoid the probate process when planning how to pass along our assets to loved ones, estate planners find that sometimes the probate process can…
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Direct Deposit Options for Veterans
Estimating that approximately 175,000 veterans need help obtaining bank accounts, the Department of Veterans Affairs (VA) has launched the Veterans Benefits Banking Program (VBBP). The goal is to ensure veterans receive their full benefit…
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Separate Revocable Living Trust?
Trusts are sometimes a useful way to transfer assets to beneficiaries, or even to plan ahead for our own needs. Though most married couples opt for joint, Revocable Living Trusts (RLT), there are circumstances…
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Vigilance Against Cyber Crime
The Plan Sponsor Council of America (PSCA) urges continuous vigilance against cybercrime, Since criminals have retirement plans in their sights, efforts to prevent attacks are critical and must be ongoing. Having an expert response…
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What Does Your Adviser Think?
Retirement plan advisers find that for the most part, plan sponsors are knowledgeable about the investment lineup and meet Department of Labor filing deadlines. However, plan advisers encourage plan sponsors to advance their understanding of…
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Estate Law: The Human Side?
Some estate planning experts find it easier to dig into the numbers side of the work than the human side. While the resulting plans might seem logical—especially from a tax reduction standpoint—they don’t always make…
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The Family Home: Passing It On?
In many families, a home, is the most valuable asset—making parents eager to pass it on to the next generation. There are different options for doing so, depending on the circumstances. Thoughtful estate planning can…
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