Estate Planning: Three Questions
Treasury listed, and licensed for business everywhere in the USA. Our customers have awarded us a 4.8 Trustpilot score.Whenever and wherever you need a bond, trust Colonial: www.colonialsurety.com …
Moving The Needle: Auto Enrollment
…put off, or somehow never get around to enrolling. In fact, research from Principal found that automatic enrollment is more successful than “any type of education or advice,” with “81%…
Bringing Notarization Practices Into the 21st Century
…an important focus of her reform initiatives. Those reforms included sweeping changes to education requirements for new Indiana Notaries and continuing education for those who are already commissioned. She was also behind…
Probate: True or False?
…and Obtain Probate Bond Here. Good To Know: Trusts? Trusts are private and generally do not go through the court process. Though for many of us a last will…
Retirement Plans: Power of Attorney?
…the last several years of demonstrated, any of us can lose capacity at any time. Having a designated power of attorney means that we have made someone we trust legally…
ERISA Advisory Council Recommendations
…we are the trusted source for the pension industry to secure legally required ERISA bonds, fiduciary liability insurance and cyber-liability insurance. With a Trustscore of 4.8, we help safeguard plan…
Infrastructure and Greenhouse Gas Emissions?
…A.M. Best Company and U.S. Treasury listed. Our customers trust us too—they’ve awarded us 4.8 on TrustPilot. According to one of our happy partners, the best thing about The Partnership…
Error Reduction? Tips for Plan Sponsors
…and plan participants find that the call center representatives have sufficient training to provide high levels of service? Are participants benefiting from financial education that helps them in these shifting…
Unequal But Fair: Estate Planning
…futures of some children than others. Disabilities, career paths, health issues, locations, education and caregiving are examples of dynamics that are important to factor into plans about the distribution of…