A provision in a trust instrument saying the trust is irrevocable, or the irrevocable nature of a trust because of the death of the settlor, may, in 2021, be a […]
Have you wondered if deferred savings plans could benefit your organization? Non-qualified plans have long been a staple in Fortune 500 companies, and small and mid-sized companies now are adding […]
Unfortunately, some trusts, even where the administrative and dispositive provisions are well-designed, fail to operate as intended because the Trustee lacks the ability to be an effective fiduciary. The Trustee's […]
Are you concerned about possible tax increases? Join us to discuss: Where taxes are today Potential changes discussed by Congress Tax provisions scheduled to sunset in the future Strategies you […]
Estate planners must have a working knowledge of and adhere to applicable rules of ethics even before rendering any services. Failure to do so could result in an engagement that […]
Life insurance is an enigma, and much misunderstood, in the estate planning world. Some clients (and their advisors) love it; others hate it. In any event, the thoughtful approach to […]
More than ever, cybercriminals and hackers are targeting retirement plans and participant accounts to take out fraudulent distributions. Help protect your plan participants by joining us to discuss: Why hackers […]
The heart of trust administration is the Trustee’s thoughtful exercise of discretion. Clients and their estate planners rely heavily on the core concept that Trustees will follow carefully applicable trust […]
Are your investments positioned to navigate equity market volatility, current Federal Reserve policy to raise interest rates and historically high inflation? Join us as we discuss: Investment changes at The […]
Over the past decade, the universe of retirement plan record-keepers has shrunk from 400 to about 150 as providers have acquired competitors. Recently, Empower acquired Prudential’s record-keeping business, Ascensus acquired […]
Target date funds have grown in popularity over the past two decades and are currently the default investment option for 92% of retirement plans. As a result, The Department of […]
Plan sponsors know they have a fiduciary responsibility to ensure plan fees are reasonable – but what does “reasonable” mean? Join us for this no-cost, virtual event as we discuss: […]
