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Court Bonds 05.11.2022

Diminished Capacity?

Representing clients who may be experiencing a change in capacity presents lawyers with serious challenges and ethical considerations. What can and should a lawyer do when a client’s changing capacity seems to require attention? Legal…
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Diminished Capacity?
Fidelity Bonds 05.11.2022

Motion To Dismiss?

Denied! That’s what’s happening in federal courts across the country as retirement plan sponsors struggle with defense against fiduciary breach allegations based on claims of excessive fees. An analysis by Bloomberg Law reveals that for…
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Motion To Dismiss?
Fidelity Bonds 05.11.2022

Retirement Plan Documents

  Best practices related to company sponsored retirement plan documents include carefully saving all plan documents for the life of the plan, adhering to the terms described in the plan documents, and keeping records that…
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Retirement Plan Documents
Surety Bonds 05.05.2022

Notaries and Fraud?

  What if a notary does not realize that identification, like a driver’s license, is fake, and inadvertently enables a costly act of fraud? Who is responsible for the lost funds—the notary? In a recent…
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Notaries and Fraud?
Fidelity Bonds 05.05.2022

ERISA Penalties: Adjusted for Inflation

  Issuing required notices and filing reports—within the mandated timeframes—are among the ongoing duties of plan sponsors. Tardiness and other oversights are damaging, with consequences ranging from lawsuits on behalf of participants, to regulatory audits,…
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ERISA Penalties: Adjusted for Inflation
Fidelity Bonds 05.05.2022

Managing The Investment Menu: Layering

  As the investment options offered to retirement plan participants continue to undergo intense examination in the face of a swell of lawsuits, experts encourage plan sponsors to consider “layering.” Effective layering on investment menus…
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Managing The Investment Menu: Layering
Contract Surety 05.04.2022

Health and Science: Builders In Demand

The demand for new and expanded health and science facilities remains strong across the country. Up and coming projects include an addition to the Medical School at New Jersey’s Rowan University and important renovations at…
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Health and Science: Builders In Demand
Contract Surety 05.04.2022

Overcoming Delays:Transit Builds

  How can the next wave of eagerly anticipated transit builds overcome what’s become a tradition: running over budget and behind schedule? That’s the essential question researchers at the University of California in Berkeley (UC…
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Overcoming Delays:Transit Builds
Contract Surety 05.03.2022

Kentucky’s Building

  State budgets across the country are reflecting big commitments to infrastructure. Builds long in need of attention are kicking off—and so too are ambitious visions. Kentucky’s no exception: leadership has passed a 2022-2024 state…
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Kentucky’s Building