Plans & Trusts: January/February 2025
Articles Include:
- Empowering Modern Retirement Solutions for the 100-Year Life
- Legal Aspects of Trustee Expenses and Attendance at Educational Programs
- A New Era of Substance Use Health: Moving Beyond Outdated Models
- Legal & Legislative Report
Additional Articles
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Legal Aspects of Trustee Expenses and Attendance at Educational Programs
Michael Mazzuca and Mark Zigler
Trustees need to stay informed about fund administration to perform their duties effectively. However, their broad discretion over educational expenses can lead to misuse. The authors examine the practical aspects of fiduciary responsibility to help trustees avoid these pitfalls. -
A New Era of Substance Use Health: Moving Beyond Outdated Models
Terri-Lynn MacKay, Ph.D.
The conversation around substance use is shifting from an illness-focused to a wellness-focused approach, calling for a new strategy in employee benefits. The author explores ways employers and plan sponsors can incorporate proactive approaches and essential resources into substance use health.
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