Even though legal trends favor plaintiffs, should my bank try to fight an ADA lawsuit or should we just make our website and mobile applications ADA compliant?
Can a customer leave an IRA to a charity?
Are we out of compliance when an IRA account holder dies and we go ahead and internally move the IRA funds into Beneficiary IRA accounts for the beneficiaries before they come in to make their Beneficiary Elections? Are we obligated to continue interest accrual on those funds or should the interest accrual stop at the death of the IRA account holder?
What are the benefits of digitizing paper-based processes?
Is it possible to system generate pre-approved letters?