Excess fee lawsuits are down for plan fiduciaries, but new forfeiture use lawsuits are on the rise. Being sued because your employees are dissatisfied with...
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Fiduciary Risk Management for Retirement Plan Sponsors
Mar 27, 2024
10 Min Read
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Financial Planning for Tribes in 2024
Navigating Changing Economic Tides Moving into 2024, business leaders for tribal entities need to consider how borrowing, lending, and investing funds; purchasing and selling business...
Jan 29, 2024
9 Min Read
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Top 5 Economic Developments & Wealth Management Considerations for Tribal Nations
It’s no secret to Tribal Nations that the typical recession of the American economic cycle has a significant impact on Indian Country. Looking at current...
Apr 10, 2023
8 Min Read
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Breaking Down the New Inflation
A follow up to the November 3, 2021, REDW Wealth Management Update webinar series If you’re following the news, you may have noticed that inflation...
Dec 23, 2021
10 Min Read
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Low Interest Rates Enhance Strategies for Trusts, Intra-Family Loans
The year 2020 will long be remembered for the grave health and economic issues triggered by the COVID-19 pandemic. But there’s one reassuring fact: Life...
Nov 4, 2020
15 Min Read
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Smart Charitable Planning: Tax Efficiencies While Doing Good
Even before the pandemic sent shockwaves through the economy, higher-income earners were directing their attention to charitable planning strategies that offer a double win: They...
Sep 30, 2020
15 Min Read