Wealthy Families Need More Than a Financial Succession Plan: They Need a Process
Originally published in Kiplinger By Sara Montgomery Wealthy families can have balance sheets as large and complex as sizable businesses. But when it comes to…
Tag Archives: retirement
4 Reasons to Look Beyond a 401(k)
Originally published in Entrepreneur By Bruce Willey Like giving away equity, offering 401(k)s has somehow become a given, with many business owners feeling like it’s…
When highly paid executives are unprepared to retire
Originally published in Benefits Pro By Joe Rankin A growing number of firms, from Fortune 500 companies to partnerships, are dealing with an unusual problem that…
6 ways retirement benefits will change in the next decade
Originally published in American City Business Journals By Joe Rankin In the coming decade, retirement benefits for the average American will change. Simple math dictates it:…
Forget the Dreaded IRS Audit, Businesses Should Fear EBSA
Originally published in Middle Market Growth By Eileen Baldwin-Shaw If you’re a business owner, the chances are that your worst nightmare is an IRS audit. These…
The devil may be in the default option
Originally published in Pensions & Investments By Mark Dixon and Susan Shoemaker Participants in 401(k) plans often feel stymied about picking an investment mix when planning…
Better than a raise: How companies are giving employees more money
By Mark Dixon and Susan Shoemaker, partners at Plante Moran Distraction stemming from debt and other money issues can lead to lower productivity; poor retirement…
Payroll-Based Journal Reporting system should lose a star
Originally published in McKnight’s By Betsy Rust “I’m with the government, and I’m here to help.” Sense a little irony in that statement? If so,…
CEOs Must Monitor Their Company’s Retirement Plans or Take Responsibility for Costly Mistakes
Originally published in Chief Executive Magazine By Mark Dixon and Susan Shoemaker The 9-0 decision in May held that fiduciaries of plans governed by the Employee Retirement…
Obama’s prescription for retirement savings problem could be quackery
Originally published in Denver Business Journal By Paula Hendrickson As President Obama’s years in office come to a close, his administration is looking to make one last…