Heroes, Heartbreaks and Hopes…
What do heroes, heartbreaks and hopes have to do with sponsoring a 401k plan? A whole lot when we pause to remember: ultimately, our duties as fiduciaries are about people—people who aspire to healthy and…
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Out of Business In 6 Months?
Several recent incidents involving the improper access of retirement data by third party call center representatives underscore the important role plan sponsors must play in mitigating cybersecurity threats. Unfortunately, the majority of cyber breaches…
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Personal Representative Duties Explained
Loss brings legal complexities. Someone must settle the estate. Enter the personal representative, a fiduciary. This role demands trust and strict adherence to law. Read on for an understanding of the overall duties of personal…
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Age Well: Planning Advice for Women
Though we associate estate planning with death, the reality is that it’s mostly about preparing to live a good, long life, even as we experience age-related declines. It’s especially wise for women to attend to…
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Systematic Success?
When you own a construction business, there’s no better feeling than winning a juicy project and having it go exactly as planned. Unfortunately, of course, so many things can go wrong. That’s why having the…
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Using Outdated Blueprints?
Of course not. That’s a sure path to screwing up the build right? But, using outdated approaches to people is quite likely negatively impacting the business. When it comes to human resources, despite years of…
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Preventing injuries : Ergonomics?
Ergonomics is not a trendy new thing. Back in 1894, the split-level scaffold was designed to reduce bending, and the related wear and tear on the bodies of masonry workers. Similarly, tuning in to help…
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Where Did We Get That Number?
Hey, that sure was a nice low number. In fact, it won the bid. Hmm…now you just have to figure out exactly how you got to that calculation. What if you left margins and profits…
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Micro Retirement? Un-Retiring?
Recognizing that they will quite likely work into their 70s, Gen Z employees are looking for ways to build breaks (aka micro-retirement) into their careers. Meanwhile, Baby Boomers are returning to work. Both approaches…
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