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 will examine various options for ...

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 will examine various options for ...

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, bonds and real assets Steps ...

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, bonds and real assets Steps ...

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: Why providers are consolidating Recent ...

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: Why providers are consolidating Recent ...

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 their future account growth. Join ...

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 their future account growth. Join ...

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 to minimize plan fees Guest ...

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 to minimize plan fees Guest ...

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 beyond those familiar examples and ...

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 beyond those familiar examples and ...