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Cyber for Plan Sponsors 12.02.2022

Compliance: Year End Responsibilities

  The end of the year is an important time for retirement plan sponsors to review plan documents and plan operations. Discretionary changes as well as amendments for compliance must be properly reflected in plan…
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Compliance: Year End Responsibilities
Cyber for Plan Sponsors 12.02.2022

Cybersecurity: What About Your Vendors?

  Business owners of all kinds are learning fast: cybersecurity strategies and tactics are integral to running a successful company. Attention to the cybersecurity protocols of any and all vendors (aka service providers) the company…
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Cybersecurity: What About Your Vendors?
Court Bonds 11.30.2022

What Is a Trust?

  Estate planning increasingly involves the establishment of a trust, which is a practical way to designate funds for our own needs and for beneficiaries, including children or those with special needs. Trusts allow for…
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What Is a Trust?
Court Bonds 11.30.2022

Probate Complications

  Probate is the legal, public process that brings closure to our affairs when we die. Probate protocols vary by state, and at some point, most families will navigate the appropriate proceedings upon the death…
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Probate Complications
Contract Surety 11.22.2022

Specialize vs Diversify?

  Industry experts point out that specialty contractors are taking a big risk: if the market for their specific skillset declines, they are without alternative revenue streams. Strategic diversification through services that complement your primary…
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Specialize vs Diversify?
Contract Surety 11.22.2022

Lessons Learned: Recession?

  Every owner wants expansion and growth, but with economists forecasting that there could be a construction recession on the 6-18 month horizon, it’s best to be on our toes. Many builders were caught off…
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Lessons Learned: Recession?
Cyber for Plan Sponsors 11.22.2022

Outcome Oriented

  A recently study of nearly 2,500 adults points to what is well understood intuitively: people have messy feelings about retirement, and this makes it challenging to target communications and information about retirement savings plans….
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Outcome Oriented
Cyber for Plan Sponsors 11.22.2022

Orphan Accounts?

Plan sponsors are advised to stay on top of communications with former employees who leave their 401k accounts behind. The fiduciary risks associated with “orphan” accounts stack up. Facilitating portability is also wise, as is…
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Orphan Accounts?
Court Bonds 11.08.2022

Retirement Plan Trusts Explained

  Trusts can play a variety of roles in our estate plans, since they can be specifically set up to attend to particular life circumstances. For example, a retirement plan trust shields the principal of…
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Retirement Plan Trusts Explained