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July 8, 2019

Hey Joel! – Is it My Responsibility to Track This Money Down?

Welcome to Hey Joel! This forum answers plan sponsor questions from all over the country by our in-house former practicing ERISA attorney. Hey Joel, One of my […]
July 8, 2019

Summer Homework for Fiduciaries

Summer Homework for Fiduciaries Morgan Davis, Plan Advisor As you bask in the glory of summer over the next couple of months, don’t forget the three […]
July 8, 2019

The SECURE Act- Legislation to help Americans Save More for Retirement

It’s no secret that Americans are not saving enough for retirement. The U.S. Government Accountability Office (GAO) recently reported that 48 percent of households aged 55 […]
July 8, 2019

Probate

You’ve probably heard the terms “beneficiary” and “power of attorney” associated with estate planning. But are you familiar with the probate process? Odds are if you […]
July 8, 2019

Summer Homework for Participants

Summer can serve as a preview of your retirement — long days in the sun and spending time with your loved ones! So, what better time […]
July 3, 2019

Good Debt Vs Bad Debt

Good Debt Vs Bad Debt There is surely an argument that any debt is bad debt, but borrowing money and taking on debt is a thing […]