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 are targeting retirement plans New guidance for plan sponsors issued by the U.S. Department of Labor What The Trust Company of Tennessee is doing to […]

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 law and parameters established in the governing instrument in making subjective decisions that will promote the best interests of the beneficiaries. In this teleconference, we […]

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 Trust Company of Tennessee to position client accounts for the future Investment themes we think will drive markets in 2022 Future return assumptions for stocks, […]

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 BB&T’s, and Principal acquired Wells Fargo’s. These acquisitions have forced unexpected changes for plan sponsors. Join us and representatives of Fiducient Advisors as we discuss: […]

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 Labor has published guidance for selecting and monitoring target date funds utilized in retirement plans. This critical decision impacts how many participants will invest and […]

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: How to understand and know your plan fees Ways to benchmark plan fees for reasonableness Legal activity resulting from alleged unreasonable fees Steps to take […]

Outside the context of outright gifts of cash to a public charity, charitable giving can be complicated. Familiar examples of charitable giving techniques that can present challenges include charitable gift annuities, split-interest charitable trusts, farm or residence remainder interest gifts, gifts of equity in a closely-held entity and IRA charitable rollovers. This teleconference will go […]

Cryptocurrency has become more widely used in our society, but should it be offered in your retirement plan? Join us as we discuss: The basics of cryptocurrency The U.S. Department of Labor’s stance on cryptocurrency Proposed cryptocurrency legislation How it could impact your plan Guest Speaker Dan Notto Managing Director, ERISA Strategist J.P. Morgan Asset […]

A poorly conceived or sloppily designed estate plan can actually cause more problems than it solves. Fortunately, under the laws of most jurisdictions, various judicial and non-judicial options exist with which to remedy estate planning problems after-the-fact. A well-rounded estate planner not only needs to know how to create a high-quality estate plan that addresses […]

By offering a retirement plan, your company has a fiduciary responsibility. But companies aren’t always certain about the right steps to take or aware of what liability can be delegated to others. Join us for a training session covering: The fiduciary role and responsibilities Best practices for overseeing plans How to limit your liability Light […]

This presentation will cover behavioral economics and what it teaches us about decision-making and how that impacts the decisions individuals make in investing.   Featured Speaker Miranda Carr, CFA®, Chief Investment Officer, The Trust Company of Tennessee   About Tennessee Society of CPAs The Tennessee Society of Certified Public Accountants is the state professional organization for […]

Many of our clients have sizable accumulations in qualified retirement plans and IRAs. This is yet another unique type of asset that presents potential opportunities and difficulties in the estate planning context. The ultimate beneficial objective is to maintain as much of the plan or IRA intact for as long as possible – in order […]