Go Ahead: Escalate!
In our daily lives we are becoming more and more accustomed to “automatic everything.” With this in mind, though some plan sponsors are fearful that stepping up auto-escalation could deter participation, industry experts point…
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Retirement Intel for Younger Employees
Plan sponsors play a critical role in getting Gen Z employees off to a great start on both retirement savings and overall financial wellness. Toward that end, being a trusted source of information, and…
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The Simplest Way for Agents to Obtain Surety Bonds for their Clients
Colonial Surety accelerates the surety bonding process for insurance agents and brokers. Sign up in minutes for The Partnership Account® for Insurance Agents and, instantly, our digital surety bond portfolio becomes yours. Using…
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IIJA: Funding Update
Construction insiders observe that the impact of federal funding from the Infrastructure Investment and Jobs Act (IIJA) has just begun to be evident, in real time in the marketplace. Read on to stay up…
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Bid More, Bid Better
Knowing how to successfully bid the right jobs is a unique art form in the contracting business. Poor bidding, can result in taking on projects that are financially challenging. Insufficient bidding can choke the…
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Complex Family? Estate Plan!
Fact of life: families change—and so do the needs of the individuals in them. Accordingly, financial plans, accounts, documents, named beneficiaries and appointed fiduciaries must be reviewed and adjusted periodically in order to keep…
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Gen Z Beneficiaries?
Born between 1997 and 2012, members of Gen Z are the first generation to have grown up with smart phones and social media embedded in their lives. They are generally thought to be financially…
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Unorganized? Get a Grip!
Some of us may be unorganized in our approach to the management of personal finances—and that is no one’s business but our own. However, when it comes to serving as a retirement plan sponsor,…
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Retirement Plan Loan Errors
What’s 12.5% of 60 million? A lot—and that’s the approximate number of retirement plan participants who have outstanding loans against their savings. ERISA experts point out that “a lot” also represents the administrative errors…
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