Bidding To Win
Estimation errors, failure to understand the plans or address aspects of the application and mistakes related to the bond requirement can all lead to rejection. You could even end up regretting a win, if…
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Strategic Action: Next Gen Workers
With the population as a whole aging, the construction industry is ever more compelled to welcome in the workforce of the future. Already, some contractors report turning down work due to an absence of…
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Collaboration Is Key: Building Departments
If there is anything more damaging to contractors then idle equipment on a construction site, perhaps, as experts point out, it is a tendency to somehow ignore the problem. Let’s remember, failure to monitor…
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Plan Document: Fiduciary Fundamentals
A fundamental responsibility of retirement plan sponsors is establishing, adhering to and periodically updating the plan document, which essentially functions as a master guide to ensuring the plan is operating correctly. Here are key…
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Do Over?
Unfortunately, despite research that shows most retirees harbor a lot of “should have, would have, could have” related to their savings and financial plans, there is no going back. Though do overs are impossible,…
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Who Should Be Your Trustee?
Who Should Be Your Trustee?More and more families are recognizing the usefulness of trusts for both care plans and estate plans. Attorneys remind us that in addition to thinking critically about the type of trust…
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Wills and Trusts: The Differences Explained
Organizing our assets for distribution to others is obviously important. Even if we have carefully managed to set aside just a little more then we need, gifts will mean a great deal to loved…
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Data Protection: Who Has Access?
Given the rapid pace of evolving technology—and today’s litigious environment—benefit industry experts remind plan sponsors that protecting participant data against cybersecurity breaches is an increasingly pressing duty. Since it’s not a matter of “if”…
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SECURE 2.0: Technical Corrections
As anticipated, a bipartisan group of leaders in Congress have signaled that they will issue corrections related to the massive SECURE 2.0 Act which was passed at the end of 2022. Although no timeframe…
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