Zhee Sarabia, Consultant, provides an important overview of the differences between settlor and fiduciary functions.
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Tips Tuesday
Christine Jordan, Senior Consultant in The Wealth Office®, discusses why involving the next generation in family finances is crucial for their future financial literacy and success.
Chris Rowlins, Partner and Senior Consultant, provides an overview of governance and committee best practices for stewards of public retirement plans.
Brian Carlson, Partner and Senior Consultant, provides considerations for sponsors contemplating a cash balance pension plan termination.
Brian Samuels, Partner and Senior Consultant, describes how pension plans are vastly diverse once you look a bit beneath the surface at unique benefit formulas, plan demographics, funded statuses and plan statuses.
Jeff Mitchell, Senior Consultant, provides an overview of how corporate pension plan liabilities are measured and the steps Plan Sponsors can consider to potentially lessen the confusion, and the cost, of pension plan management.
