Your ERISA Watch – Pension Plan Participants Largely Prevail in a Kitchen Sink Appeal to the Second Circuit Browe v. CTC Corp., Nos. 19-677-CV, 19-813-CV, __ F.4th __, 2021 WL 4449878 (2d Cir. Sept. 29, 2021) (Before Circuit Judges Livingston, Lynch, and Bianco). If you ever need to show someone a case to demonstrate how messy ERISA can […]
Jason Cutter | CEO/Founder, Cutter Consulting Group What is the foundation to developing trust? What are the advantages of being a trustworthy salesperson? When all else is equal, people will buy from individuals they know, like, and trust. You can’t ask, demand, or compel someone to trust you. It can only be built using a […]
Mike McGlothlin CFP®, CHFC®, CLU®, LUTCF®, NSSA® We all want to grow our revenue and our compensation. And there are two key components that make the biggest difference when it comes to doing that—the law of compensation and the laws of numbers. To understand more about them, we need to start with the five laws […]
This week we just couldn’t choose between two cases in which ERISA plan participants were told that they could not qualify for benefits, despite serious medical conditions documented by their doctors. The first case, Ovist v. Unum Life Ins. Co. of Am., No. 20-1464, __ F.4th __, 2021 WL 4304547 (1st Cir. Sept. 22, 2021) (Before Circuit Judges Lynch […]
Elyse Archer, Personal Brand Strategist P.S. If you are ready to build your personal brand, increase your influence and grow your income click the link below to schedule a FREE personal brand strategy call with my team here: https://www.freebrandcall.com/fsp.
Mike McGlothlin CFP®, CHFC®, CLU®, LUTCF®, NSSA® We all have causes we’re passionate about. From church groups to local community arts programs, to research for the cure of a disease that has affected a loved one, and all kinds of things in between. The choice of which charity to align with is personal. It comes […]
Although ERISA does not require that welfare benefits vest, courts recognize that they can vest when an employer promises to provide such benefits for life. This case explores the thorny issue of when such a promise of lifetime healthcare benefits is irrevocable and, if not irrevocable, when such a promise constitutes a fiduciary breach that […]
Financial Programs for Underserved, Underbanked Women: They Make a Difference Women are over-represented in the low-wage workforce, with little access to workplace benefits or financial wellness programs. These low- to moderate-income women often work multiple jobs with little to no savings to show for it, and are likely to live in poverty in old age. […]