Tag: StraightArrowSolutions
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Crypto in 401(k) Plans: Navigating the New Regulatory Landscape
Welcome back to the Straight Arrow Chronicles, where we help trustees, fiduciaries, and family offices cut through the noise to make sound, prudent decisions in an ever-evolving financial world. Today, we’re unpacking a major development that could reshape how retirement plans approach cryptocurrency: the U.S. Department of Labor’s (DOL) recent decision to rescind the Biden-era Read more
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Why Proper Trust Accounting is Essential for Independent Trustees—and How to Get It Right
Independent trustees play a vital role in trust administration, ensuring that a grantor’s wishes are carried out while prioritizing the best interests of beneficiaries. Their personalized approach and flexibility often set them apart from institutional trustees. However, without the support of dedicated trust operations departments or specialized systems, independent trustees face unique challenges—particularly in maintaining Read more