Are you having difficulty hiring new candidates or retaining existing employees? Your retirement plan could be a critical component of your benefits package to differentiate your company in today’s competitive […]
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 them as technology has allowed for more adoption. Join us to discuss: Ways to retain top executives through deferred compensation plans How to improve 401(k) […]
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 shortcomings may result from his or her having insufficient trust administration expertise and/or a confrontational attitude towards one or more of the beneficiaries. Depending on […]
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 […]
