We highlight recent changes that may impact your plan and participants, such as requirements for hardship distribution, response to the DOL's updated disability claims procedure requirements and more.

In January we published our 2018 Perspectives. Now that we are halfway through the year, we believe an over-arching theme of global economic convergence is continuing to fuel global growth. Below are our reviews and reflections on our earlier viewpoints.

Charitable giving can play an important role in many estate plans. Philanthropy cannot only give you great personal satisfaction, it can also give you a current income tax deduction, let you avoid capital gains tax, and reduce the amount of taxes your estate may owe when you die.

Credit history and credit scores can be confusing. One of the most common questions is “What can I do to improve my credit?” The simple answer is that credit takes time to build. While there isn’t a quick fix to boost your credit score overnight, there are some actions you can take to increase your credit score over time.

One of the character qualities we seek to develop in our relationships is compassion, and no organization demonstrates this quality quite like the United Way.

What would happen if you were mentally or physically unable to take care of yourself or your day-to-day affairs? You might not be able to make sound decisions about your health or finances. You could lose the ability to pay bills, write checks, make deposits, sell assets, or otherwise conduct your affairs. Unless you're prepared, incapacity could devastate your family, exhaust your savings, and undermine your financial, tax, and estate planning strategies. Planning ahead can ensure that your health-care wishes will be carried out, and that your finances will continue to be competently managed.