Anne Bachrach, The Accountability Coach Successful and mentally strong entrepreneurs don’t persevere through challenging times and reach new heights by accident.These people don’t always know what moves they need to make to establish themselves. But they recognize that knowing what to avoid is just as important as knowing what to do.Mentally strong entrepreneurs learn to […]
Monthly Archives: September 2022
FSPgo Reports
Your ERISA Watch – Goldman Sachs Wins Big on Summary Judgment in Case Challenging 401(k)’s Investments in Goldman Proprietary Funds
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Falberg v. The Goldman Sachs Grp., No. 19 Civ. 9910 (ER), 2022 WL 4280634 (S.D.N.Y. Sep. 14, 2022) (Judge Edgardo Ramos) Fee cases continue to dominate the world of ERISA pension litigation. In this week’s case of the week, Goldman Sachs obtains a complete and somewhat surprising win on summary judgment in a proposed class action […]
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The 529 Plan as an Estate Planning Tool The 529 plan has evolved into a powerful estate planning vehicle which allows the donor to retain control of their estate’s assets while removing those assets from their estate, reducing their taxable estate. Utilizing the 529 plan in a family’s estate planning is particularly timely and perhaps […]