Administrators: Understanding the Required Duties and Bonds
When someone dies without a will, a probate court judge will typically appoint an administrator—and require a bond. Here’s what you need to know about the process. Probate Courts Are Busy Places The Conversation estimates…
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Is Your Retirement Plan Ready for a Data Breach?
Increasingly, business strategies are expanding from cybersecurity basics to the broader approach of cyber resilience. This is important for retirement plans too! Preventing Threats—and Enabling Business Continuity Too No matter how good the cybersecurity controls…
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Protecting Your Plan’s Most Vulnerable Participants
Older workers and retired plan beneficiaries will appreciate stepped up communications related to safely accessing their retirement accounts in this digital era. Identity Fraud: $17 Billion Increasingly, identity theft—and fraud are impacting more and more…
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The Contractor’s Challenge: Stop—and Go!
Though “hurry up and wait” has long been part of the mix in construction, the pandemic continues to put a whole new spin on what to work on, and when. Ambiguity and Optimism Too While…
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Become a Mortgage Broker: Here’s How!
Record low-interest rates, refinancing and shifting demands for housing contribute to a hopping mortgage business. Here’s how to become a licensed and bonded mortgage broker. What Exactly Is a Mortgage Broker’s Job? A mortgage broker…
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Securing A Supersedeas Bond: Important Advice
A company’s liability insurance may cover a supersedeas bond. This will turn out to be critically important information if you ever seek to win a lawsuit on appeal. Appealing A Lost Lawsuit: Supersedeas Bond Needed…
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Guardianship Bonds Explained
Guardianship bonds are routinely ordered by courts to protect those placed in the care of guardians. What Is a Guardianship? A guardianship, according to LegalZoom, is: A legal proceeding to determine whether a person is…
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Yes, Employees Are Still Saving for Retirement!
Despite the upheavals of 2020, a third quarter analysis by Fidelity Investments indicates that employees continue striving to save via employer-sponsored plans. Retirement Saving Trends: Holding Steady Fidelity’s Building Financial Futures report on retirement saving…
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Lawsuits Against Plan Sponsors: They Really Do Happen!
Lawsuits filed against retirement plan sponsors are on the rise—and tend to linger. Draw insights from them to help you protect yourself, your company, and your plan. A Lingering Case Against a Plan Sponsor Recently,…
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