Expert Articles


Apr
2013

Integrating a Trust into a Beneficiary’s Personal Financial Plan

Talking about money with family generally is difficult. But not talking about it, especially when family trusts are involved, could be costly.

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Mar
2013

Why Are Target Date Funds Often Misunderstood and Misused?

If your plan offers target date funds, education of your participants about the funds is critical. Information on asset allocation of the funds will enable participants to determine what risk profile is appropriate for their specific situations.

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