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ERISA 06.10.2021

The Cost of Hidden Fees

A new study has revealed that the majority of 401k plan participants in small businesses are paying hidden fees. The impact to retirement savings is significant. Regulatory efforts have been stepped up. Here is what…
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The Cost of Hidden Fees
Cyber 06.10.2021

Cyber Theft and Retirement Accounts

As cyber theft from retirement accounts rises, plan sponsors need to act on the guidance issued this spring by the Employment Benefits Security Administration (EBSA). Importantly, this includes communicating with plan participants about protecting their…
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Cyber Theft and Retirement Accounts
Surety Bonds 06.08.2021

88,000 Square Feet Along the River?

  What would you build with that? How about constructing a snake run, a flow bowl and an amoeba pool? Sounds like a $6.1 million skatepark, right?  After 17 years of planning, fundraising and building…
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88,000 Square Feet Along the River?
Surety Bonds 06.08.2021

Dig This?

  For years, building a new rail tunnel under the Hudson River has been deemed a “top priority” infrastructure project for the New York-New Jersey region—and the country. Finally, a plan and funding are coming…
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Dig This?
Court Bonds 06.08.2021

Wills: Terminology Explained

As you move from thinking you “should” make a will to getting on with doing so, you might encounter some confusing legal terminology. Don’t let that stop you. Here are a few basic terms to…
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Wills: Terminology Explained
Court Bonds 06.08.2021

Avoiding Conflict When Executing a Will

When you execute the will of a family member or friend, you are likely to find yourself coping with high levels of emotion as well as the legalities of the probate process, as you honor…
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Avoiding Conflict When Executing a Will
Court Bonds 05.27.2021

Excel at Execution: Will You?

  When the time comes to execute the will of a loved one or friend, you may find yourself with a growing list of duties and chores you didn’t quite anticipate when you accepted the…
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Excel at Execution: Will You?
ERISA 05.26.2021

Audit Alert: Are You Ready?

When plan participants make complaints, take them seriously from the beginning. In addition to the threat of an ERISA lawsuit, you could also find yourself getting a call from the Department of Labor (DOL) to…
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Audit Alert: Are You Ready?
ERISA 05.25.2021

Commit To Portability

  As the employment disruptions set in motion by the pandemic continue for businesses and their workers, it’s an important time for plan sponsors to facilitate the portability of retirement accounts between companies. Job path…
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Commit To Portability