Court Appointed Administrators Explained
Typically when someone dies without a will, an administrator is appointed in probate court to settle the affairs of the deceased. Frequently, probate courts require the administrator to obtain a type of fidelity bond,…
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Cyber Breach Response: Who’s Ready?
Given the likelihood that all of our businesses will at some point experience a cyber breach, experts emphasize the importance of naming a designated response team. A cyber breach does not necessarily spell disaster, but…
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Easy To Forget: Reminders for Plan Sponsors
Busy person and plan sponsor: one and the same, right? As a business owner, you’ve likely found that sponsoring a retirement plan for yourself and your employees, though critically important, can really add to your…
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401(k) Tax Credits for Small Businesses
Starting and administering a 401(k) retirement plan can be a daunting challenge for small businesses. Tax credits can help. If you’ve previously begun a plan, you may even be eligible for tax credits now….
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Zooming Along: Building Speed
How does $205 billion for a national high-speed rail sound? With infrastructure planning underway and prospects of returning to the office on lots of minds, transportation possibilities are everywhere. Remember the Jetsons…? Think it…
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Schools Are Building: $190 Billion!
The future is now. School districts across the country are busy constructing and renovating buildings to reflect innovations in education. Smart walls? Treehouses? Contactless everything? Flexible spaces? All are possible. Ready to go? It’s Not…
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Unequal But Fair: Estate Planning
Estate planning experts are helping older adults realize unspoken hopes about the “right” distribution of assets to grown children. Sometimes this results in less equal, but ultimately more fair plans. Realistic and transparent family…
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Joint Bank Accounts Create Complications
Legal experts caution that adding a child to your bank account for efficient access to funds upon your death can create its own complications. Additionally, doing so is not nearly the same as formalizing your…
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Medicare Basics for Retirement Budgeting
Many 401k savers are unrealistic when budgeting for retirement. Healthcare costs are frequently underestimated, with Medicare coverage largely misunderstood. When educating plan participants about retirement savings, plan sponsors are encouraged to raise awareness about the…
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