Mortgage Banker vs Mortgage Broker?
Mortgage bankers and brokers can both help home buyers secure loans. Both are typically required to secure bonds to guarantee applicable laws are followed. The primary difference between mortgage bankers and brokers is: mortgage…
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401k Plan Sponsorship: Going It Alone?
Experts caution small business owners against thinking they can save money by administering a company sponsored retirement plan without expert help. Similarly, companies who have long sponsored retirement plans might be overly complacent and…
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Request a Fee Breakdown
If you don’t understand the fees associated with your company sponsored 401k plan, don’t worry, you’re not alone. In fact, some retirement plan experts say that not knowing and evaluating plan fees is the…
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The Notary Package
Colonial Surety Introduces ‘The Notary Package’ to Ensure Protection in the New Era of Tech-Driven Notary Work New offering is the first of its kind to include E&O and Basic Cyber Liability Insurance The…
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Time to Push Forward?
Inflation. Interest rates. Supplies. Hiring. Recession. Infrastructure. What to bid. There’s more and more to figure out and juggle every day as small and mid-size construction firms face forward. Is growth possible? Here are…
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Recession? Work Smart
The last few years have certainly taught us that agility is not just a buzz word. Who really knows what the future holds, but, with the “r word” in the air so much these…
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Oversight: Participant Data
Claims of fiduciary breaches over the fees and performance of investment options in retirement plans continue—with most litigation ending in hefty settlements and paving the way for more cases, impacting more plans and businesses….
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Oversight: Participant Data
Retirement plan service providers have access to participant data. Can they use the personal information of participants to cross-sell other financial products? As service providers are exploring this approach to business expansion, what do…
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Financial Security: Family Trusts
Trusts can be a useful way to protect and distribute assets to family members. Here is an overview of the advantages of establishing a trust. For a trust to achieve it’s goals, you’ll also need…
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