Trust Perspectives: Incapacity Planning for Young Adults
October 25, 2021
Graduating from high school and getting ready for college, or returning to college, is an exciting time in a young adult’s life. With all the
WoodTrust News
WoodTrust News
Retirement Perspectives: Help Us Protect Your Retirement Assets
October 25, 2021
The safety and security of your plan participant’s information and retirement plan assets is, and always will be, our top priority. We are committed to
WoodTrust Asset Management Update: Data Processing and Back-Office Update
August 6, 2021
We are excited to announce WoodTrust Asset Management (“WoodTrust”) is undergoing a significant investment in data processing and back-office capabilities. Beginning on October 1, 2021,
Market Perspectives: What’s up? Prices.
August 6, 2021
The second quarter of 2021 saw the lifting of mask mandates, global supply chain tightening and tangible evidence of a possible new age of inflation.
Trust Perspectives: Estate Planning for Digital Assets
August 6, 2021
With so many essential parts of our lives occurring online, going paperless or moving to the cloud, it’s never been more important to address digital
Retirement Perspectives: Great Challenges Teach Important Lessons
August 6, 2021
On the surface, retirement readiness did not suffer significantly in 2020, according to a close examination of the 1.1 million participants in 1,076 plans reviewed
WoodTrust Asset Management Update: Upcoming Technology Enhancements
April 6, 2021
The evolution of technology continues to impact everyone’s lives. This is particularly true in the wealth management industry where a new generation of investors is
Market Perspectives: The Trials and Tribulations of Exuberance
April 6, 2021
The first quarter of 2021 ushered in a new political regime, fresh stimulus and continued vaccine progress while also starring the return of an age-old
Trust Perspectives: Non-Spouse Inherited IRA Rule Change
April 6, 2021
The SECURE Act, passed in December, 2019, contained an important provision which changed the rules for distributing assets from an inherited IRA upon the death
Retirement Perspectives: Upcoming Legislative Impact on Plan Design
April 6, 2021
Remember 2019? It was in December of that year (which seems very long ago now) that the SECURE Act was signed into law. Today, as
WoodTrust Asset Management Update: Moving Forward
January 12, 2021
It goes without saying 2020 has been a unique and challenging year for many of our clients, colleagues, families and communities. However, this year has
Market Perspectives: Broad Viewpoints into 2021
January 12, 2021
The fourth quarter of 2020 was a bustle of news and activity as progress was made on COVID vaccines, America voted in a presidential election
Trust Perspectives: Opportunities in Gift and Estate Planning
January 12, 2021
With interest rates and asset values affected by the pandemic and other current events, individuals and families have a unique opportunity to implement some exceptionally
Retirement Perspectives: Cycle 3 Plan Document Restatements
January 12, 2021
A 401(k)-plan document governs a retirement plan’s features and day-to-day operations. It identifies what kind of plan it is, how it works, and what special
WoodTrust Bank Announces New Board Member
April 21, 2020
April 21, 2020 – WoodTrust Bank (“WoodTrust”), a leading provider of banking, trust and investment management services in central and northern Wisconsin since 1891, is
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