Category: Wealth Solutions

Recordkeeping is the backbone of employee retirement plans. It ensures that contributions are tracked accurately, investments are properly managed, and employees can confidently monitor their progress toward retirement. But these days, industry consolidation is reshaping who performs this critical function. Providers are increasingly exiting this line of work and transferring recordkeeping to others. If your business sponsors a 401(k) or other…

Planning an estate is challenging, and it becomes even more complex when you worry that your child might not handle their inheritance responsibly. As a parent, you want to secure your child’s future without risking misuse of your hard-earned legacy. Fortunately, there are effective estate planning strategies to help you protect your assets and ensure they’re used wisely. Here are…

Explore some scenarios in which a trust might be helpful in estate planning.