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ERISA 10.03.2025

Advice from Elders: Save, Save, Save

At what age do you become an elder? At what age do you take advice from your elders? Hmmm! Even as answers to these questions remain elusive, one thing is clear: we don’t have all…
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Advice from Elders: Save, Save, Save
ERISA 10.03.2025

Information Chaos?

Retirement plan sponsors must be able to put their hands on lots of records, ideally without hours or days lost searching. What email thread was that important committee decision documented in? Who’s got the most…
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Information Chaos?
Contract Surety 10.01.2025

Solid Proposal, Poor Relationships?

Of course putting together a solid proposal with meaningful numbers is key to success in construction, but so too is relatability. How well do your current and potential clients know you? How well do you…
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Solid Proposal, Poor Relationships?
Contract Surety 10.01.2025

Laying The Foundation: Networking

Steel? Concrete? Timely completion? Obviously, all are important in construction, but at the foundation of a successful business lies relationships–lots of good ones. In fact, in construction, trust and referrals are perhaps the ultimate currency….
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Laying The Foundation: Networking
Court Bonds 10.01.2025

Understanding The Responsibilities: Executor

Chosen when a will is written, the executor is legally obligated to carry out the intentions of the “testator” who made the will, as well as to adhere to all state probate protocols when closing…
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Understanding The Responsibilities: Executor
Court Bonds 10.01.2025

Divorce? Your Estate Plan Needs Attention

When you created an estate plan during your marriage, it was likely designed to protect assets for a shared future, as well as to protect your spouse should something happen to you, and vice versa….
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Divorce? Your Estate Plan Needs Attention
Contract Surety 09.26.2025

Before You Sign The Contract: Dispute Prevention

Disputes continue to rise throughout the construction industry, and the most frequent triggers relate to payment, changes, timelines, schedules, and quality. Given how costly and disruptive disputes are to business, industry pros encourage paying more…
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Before You Sign The Contract: Dispute Prevention
Contract Surety 09.26.2025

Problem or Opportunity?

When a potential client comes to you with a challenging or unusual request, is your knee jerk response a polite version of “heck no?” Though it can indeed be a wise move to turn down…
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Problem or Opportunity?
ERISA 09.25.2025

Civil Violations: The Cost of Non-Compliance

As a retirement plan sponsor, you are hopefully well aware of ERISA lawsuits that are disrupting businesses, grabbing headlines, and setting precedent. While civil litigation continues to present risks for retirement plan sponsors, it is…
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Civil Violations: The Cost of Non-Compliance