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05.31.2022

Cybersecurity: Deer In The Headlights?

  Even if the magnitude and omnipresence of cyber threats has had you and your small business frozen like a deer in the headlights, you can get up to speed with expert advice and practical…
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Cybersecurity: Deer In The Headlights?
05.25.2022

Cybersecurity and Hybrid Workplaces?

  Much about leaving the pandemic behind remains unclear, but new certainties are taking hold in workplaces. With survey data showing that as many as 82% of business leaders are embracing the new norm of…
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Cybersecurity and Hybrid Workplaces?
Insurance 03.24.2022

Data Breach Notification Laws?

  There are state, federal, and even international laws governing the notification processes that must be followed following a cyber incident that compromises data. Businesses of all sizes are obligated to adhere to the laws….
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Data Breach Notification Laws?
ERISA 02.04.2022

Warning Signs: Contribution Fraud?

  Though not a widespread issue, employers who delay or fail to make the appropriate contributions to the retirement plan are a concern for all. Accordingly, the U.S. Department of Labor has issued a list…
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Warning Signs: Contribution Fraud?
ERISA 02.04.2022

Who Decides?

  Who approves beneficiary designation forms? Enrollment materials? What about adjustments to employer’s discretionary contribution? Ever notice how many “routine decisions” are being made for the 401k plan? How confident are you that all decisions…
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Who Decides?
ERISA 01.31.2022

Upcoming Deadlines for Plan Sponsors

Due dates are fast approaching. Here is a helpful snapshot to make sure you are in compliance and avoid penalties. Get the scoop on efficient, effective and affordable cyber and fiduciary liability protection designed especially…
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Upcoming Deadlines for Plan Sponsors
ERISA 01.27.2022

Failure to Act?

  Yes, the failure of retirement plan fiduciaries to act can result in an Employee Retirement Income Security Act (ERISA) fiduciary breach lawsuit. For example, a class action lawsuit could accuse fiduciaries of failing to…
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Failure to Act?
ERISA 01.27.2022

Predictions: Enhanced Transparency?

Meta what? As most of us scramble to leverage current technology to improve our businesses and lives, some experts are thinking forward about the implications of technology on the work of sponsoring and administering retirement…
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Predictions: Enhanced Transparency?
ERISA 01.20.2022

Retirement Plans: How Are We Doing?

  Are the funds carefully being invested into retirement accounts every pay period producing a return? Statistics on the average balances in 401(k) plans at the end of 2021 indicate: yes! Balances are up. Additionally,…
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Retirement Plans: How Are We Doing?