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Court Bonds 06.27.2025

Gifting Education for the AI Era

As the rise of Artificial Intelligence rapidly reshapes the employment landscape, educational institutions of all kinds are sprinting to respond with next wave learning experiences and “future proof” skill building opportunities. Though much is uncertain,…
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Gifting Education for the AI Era
ERISA 06.27.2025

Cyber Failure Plus Fiduciary Breach?

Yes. When you sponsor a retirement plan, like a 401k, you are automatically a fiduciary, so in the event cybersecurity failures impact the data or savings of participants, you can face fiduciary breach allegations and…
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Cyber Failure Plus Fiduciary Breach?
ERISA 06.27.2025

ERISA Bonds Explained

When you sponsor a retirement plan at your business, you are specifically required by the Employee Retirement Income Security Act (ERISA) to obtain a fidelity bond. The purpose of an ERISA fidelity bond is to…
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ERISA Bonds Explained
ERISA 06.19.2025

Legally Obligated To Look Out for Others?

Yes. Essentially, that’s what it means to be a retirement plan sponsor: under ERISA law, you are inherently a fiduciary. Simply put, being a fiduciary means you are legally obligated to act in the best…
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Legally Obligated To Look Out for Others?
ERISA 06.19.2025

Online Security: Basics and Beyond

We all have a role to play in cybersecurity, and when it comes to protecting our retirement accounts, and our businesses, we all need to take the role extra seriously. The National Cybersecurity Alliance provides…
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Online Security: Basics and Beyond
Court Bonds 06.18.2025

In Real Life: Proactive Planning and Gifting

The root causes for putting off estate planning decisions are obvious: it’s icky, and fraught with unknowns. Nonetheless, making proactive arrangements for our own care during aging, and for the gifting of assets we are…
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In Real Life: Proactive Planning and Gifting
Court Bonds 06.18.2025

Adulting: Do You Have An Estate?

Most likely, yes, you do have an estate. Though “estate” tends to conjure a big home, surrounded by gardens and streams, and maybe even a horse or two, an estate is really just the sum…
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Adulting: Do You Have An Estate?
ERISA 06.12.2025

ERISA Cybersecurity Obligations?

Every business must guard against the damage and disruption of cybercrime. Those that sponsor retirement plans, like a 401k, are legally obligated to work even harder, both to prevent incidents and to curtail damages after…
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ERISA Cybersecurity Obligations?
ERISA 06.12.2025

Plan Expenses: Employer Reimbursements?

Can an employer directly pay for the expenses of a company sponsored retirement plan, and then be reimbursed by the plan? Yes, say ERISA attorneys–as long as certain conditions are very carefully met. It is…
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Plan Expenses: Employer Reimbursements?