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12 Feb 2024, 10:00 pm by Sherica Celine
ERISA Retirement Plan Investment Resource Kit Reference this resource kit providing guidance in the form of practice notes, checklists, templates, and clauses relating to the investment, administration, and governance of retirement plans and their investment of assets in line with ERISA requirements. [read post]
12 Feb 2024, 8:40 pm
Keep the lines of communication open as you make sensitive planning decisions. [read post]
12 Feb 2024, 6:07 am by Kevin LaCroix
  She claims that the same cancer drug treatment should have cost the plan approximately $40,000 by going out of network, but the plan administrator told her that “saving money is not a reason to go out of network. [read post]
12 Feb 2024, 2:48 am by Lynette Boyd
Equal Ownership: Each owner has an equal share of the property, regardless of their initial contribution or investment. [read post]
11 Feb 2024, 8:39 am
 Attorney Christopher Heritage regularly works with financial planners to help his clients have a clear picture of their assets and Investments, create a predictable path of financial growth, and work towards a retirement plan that functions even while changing markets.Protect Your Family’s IncomeAnother critical aspect of retirement planning is ensuring you protect your family's income. [read post]
9 Feb 2024, 11:08 am by Guest Author
Overruling Chevron would also affect specific FDA programs that are utilized to advance life-saving medical products. [read post]
8 Feb 2024, 7:59 am by Evan George
The DOE recently finalized efficiency standards that tinker around the edges to save consumers money on their utility bills and decrease harmful CO2 emissions without banning gas stoves and other appliances. [read post]
7 Feb 2024, 9:01 pm by renholding
PROPOSED RULE Today, the OCC took an initial step toward updating that framework by issuing an NPR that seeks comment on (i) proposed amendments to the OCC’s regulations to eliminate expedited review and the use of streamlined applications currently available for certain bank mergers, and (ii) the addition of a policy statement to clarify the standards the OCC will apply in reviewing business combinations involving national banks and federal savings associations. [read post]
7 Feb 2024, 8:30 am by Eric Fruits
Ban the fees, and the savings may also disappear. [read post]
6 Feb 2024, 7:12 am by Unknown
The Thrift Savings Plan is a retirement savings and investment plan for federal employees and uniformed service members similar to a 401(k) in the private sector. [read post]
6 Feb 2024, 6:40 am by Jonathan Herbst (UK)
Creating the framework for savings into UK venture capital and small caps. [read post]
5 Feb 2024, 10:00 pm by Sherica Celine
Benchmarking your 401(k) plan is the process of evaluating if the services provided to the plan, its investment and management fees, are competitive with other plans, services, and investments of a similar size or type. [read post]
5 Feb 2024, 9:05 pm by Melissa Bredbenner
ERISA defines a fiduciary as someone who has “any authority or control” over an investment plan or who gives advice “for a fee or other compensation. [read post]
5 Feb 2024, 9:28 am by Pamela Avraham
    Executors should keep this in mind when planning distributions. [read post]
3 Feb 2024, 1:33 pm by Richard Symmes
Assets: The types of property you own, like real estate, bank accounts, vehicles, and investments. [read post]
2 Feb 2024, 9:38 am by Dennis Dimka
A cheaper SEO provider might save you money initially but will likely lead to less impactful outcomes in the long run. [read post]
2 Feb 2024, 7:40 am by Mark Keenan
This is particularly important for women, who often have lower pension savings than men due to career breaks and part-time work. [read post]
1 Feb 2024, 9:05 pm by News Desk
In addition, FSIS used funding from the American Rescue Plan Act to assist more than 2,900 small and very small plants by reducing overtime and holiday inspection fees, giving these small businesses economic flexibility through saved operational costs. [read post]