News & Articles

Basic Estate Planning

Over the years, I’ve had the good fortune to work with some really talented attorneys, among them Estate Planning attorneys. They are valuable advisors throughout our lives and vital resource in passing our estate to the [...]

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Shamrock Newsletter - May

This month isn’t typically a topic of discussion in a Financial Services Newsletter but it is something we have all experienced - comfort during a time of grief.

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Dialing Up the Intensity of Missing Particpant Searches

Do you have plan participants that have balances in your 401(k) plan, but have left the company? It is the plan sponsor’s fiduciary duty to keep tabs on these participants and it can be difficult at times. This article [...]

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