Monthly Archives: March 2022

The Retirement Income Options That Deserve a Closer Look


Mortgages that allow homeowners to tap into their home equity are too often overlooked when planning for retirement. Why? Too many people just don’t understand them Susan A. Pomfret, RICP® When it comes to retirement income planning, mortgages that allow homeowners to convert a portion of their home equity into retirement income offer numerous advantages: […]

Your ERISA Watch – Below is a summary of this past week’s notable ERISA decision.


Breach of Fiduciary Duty Plutzer v. Bankers Tr. Co. of S. Dakota, No. 1:21-cv-3632, 2022 WL 596356 (S.D.N.Y. Feb. 28, 2022) (Judge Mary Kay Vyskocil). Plaintiff Edward Plutzer filed suit alleging defendant Bankers Trust Company of South Dakota engaged in a prohibited transaction and breached its fiduciary duties as trustee of the Tharanco Group Inc. […]

Benefits of Setting Goals

Anne Bachrach, The Accountability Coach As a business owner, you’ve certainly heard by now that setting goals, both personally and professionally, is an endeavor of the highest quality and leads to prosperity. It might even start to sound a little cliché, but why does goal setting really matter? After all, you probably have a […]

Your ERISA Watch – Fourth Circuit Rules That Administrator’s Failure to Respond to Claimant’s Request for Information Demonstrated Futility of Appealing


Wilson v. UnitedHealthcare Ins. Co., No. 20-2044, __ F.4th __, 2022 WL 552028 (4th Cir. Feb. 24, 2022) (Before Circuit Judges Agee, Thacker, and Quattlebaum). This week’s notable case once again demonstrates how health insurance claims are confusing and littered with procedural and substantive land mines. This case involves one person who received treatment at […]