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Topic:
Founders
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Estate Planning for Online Accounts & Digital Media
We tend to overlook the amount of information and possible assets we have located on the web – social media and networking websites (Facebook, Instagram, LinkedIn), frequent flier miles, online credit card and bank accounts, subscriptions, photos, etc. What happens to all of this information and store of value when we pass away? Most family…
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Important Milestones 2022
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Evensky & Katz / Foldes
This essential resource provides a clear overview of key milestones based on age, residency, and personal circumstances. Key Features Include: Stay informed and make the most of these significant milestones with our easy-to-use guide.
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What is a 3(38) Investment Manager?
Does Your Retirement Plan Have a 3(38) Investment Manager? What is a 3(38) Investment Manager? A 3(38) Investment Manager is an investment fiduciary on a retirement plan as defined by ERISA (Employee Retirement Income Security Act of 1974) section 3(38). The 3(38) is responsible for selecting, managing, monitoring, implementing, and benchmarking the investment offerings of…
