Designed for the local contractor who requires infrequent bid and performance bonds. The goal of this program is to help you grow into the Partnership Account®. Financial statements are not required.

When you sponsor a retirement plan regulated by the Employee Retirement Income Security Act (ERISA), you're responsible for decisions that benefit participants — and that includes making sure plan fees stay reasonable. This is part of your fiduciary duty of...

When creating an estate plan, most people are initially focused on who gets what. But there is an equally critical question that often gets sidelined: Who will actually carry out your wishes? Designating the right fiduciary—and preparing them ahead of...

Winning a lawsuit feels like the end of the story. It isn't always. If the other side appeals, and posts a bond to go with it, you may be looking at months — sometimes over a year — before you...

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Even if you’re not a fanatic, it’s always fun to root for the home team. When you’re in the construction business, it’s also fun to imagine getting in on the action of building a sports venue—whether via a contract to...

Fulfilling fiduciary obligations around cybersecurity requires plan sponsors to oversee a complex network of recordkeepers, payroll systems, and custodians. With so many partners involved, answering "who can access what data" is rarely straightforward. Toward improved oversight, ERISA experts suggest three...

No one wants to see fees tagged on at checkout…or get hit with a new bill just after paying up. This is especially true with 401k plans, since the whole point is to save–and not spend–in the first place. Unfortunately...

No matter how careful we try to be, mistakes happen. That’s true in life, in business, and in retirement plans. Sponsors and their employees can make mistakes, and so can even the most diligent TPA’s, advisors, and recordkeepers. It’s especially...

Winning public projects is key for growth in the construction business. To increase your chances, get in the know about upcoming opportunities before the official call for bids. Early intel gathering ensures you are organized and prepared for a competitive...