Has the Secure Act Created Financial Insecurity in Your Life?

e a presentation to a group of CPAs, attorneys, and financial professionals on the use of trusts as beneficiaries of retirement plans. I spent about an hour explaining the complicated rules for timing distributions and the identification of beneficiaries, of …

Employee Wellness Programs

*Adapted from Columbus Bar Association, Employment Law Committee Meeting and United States Employee wellness programs can provide obvious and not so obvious benefits to employers. First, healthy employees equal a more productive and consistent workforce and monetary incentives provided for …