Better Bids? Here’s How…
Winning more profitable projects requires generating more and better leads, as well as determining the right builds to go after. Of course accurate estimates based on the most up-to-date intel and strong financial resources…
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It Pays Off: Training
Despite the pressure on hiring and getting new talent going fast, it’s best not to skimp on time and effort when it comes to onboarding and training. Indeed, careful attention to new employees is…
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Digital Assets: Inventory and Plan
Dabbling in cryptocurrency more than your family knows? Tucked away emergency funds in a purely online bank? Most of us are incrementally accumulating more digital assets than we realize. Whether of actual or sentimental…
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Assets Not To Put In A Trust?
Setting up a revocable trust is relatively easy, allows for flexibility and helps with a number of estate planning goals, including by-passing the public process of probate. Nonetheless, there are several categories of assets…
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Irrevocable Trusts: Modification?
There are important reasons, including shielding and protecting assets, for choosing an irrevocable trust as an estate plan anchor. Nonetheless, “never” being able to modify plans can be a constraint if life takes unexpected…
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Millennials and Estate Planning?
Yes, it’s time. Millennials have been busy growing up, working, getting married, buying homes, and having kids. Estate planning is an important way to ensure assets and affairs are organized. Though life will keep changing,…
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Plan Sponsor: What Not To Do
Examples of “don’ts” offer a crystal clear picture of the diligence expected of retirement plan sponsors. At the Department of Labor (DOL), the Employee Benefits Security Administration (EBSA), provides a snapshot of civil violations,…
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Clean Data?
Although retirement plan sponsors typically outsource plan administration, they remain ultimately responsible for the plan’s success, and that means plan data must be accurate and up-to-date. Of course, plan data must also be protected…
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Back To School: Fiduciary Reading List
For retirement plan sponsors, a great way to head into the fall is with a brush up on fulfilling fiduciary obligations. Fortunately, it’s easy and free to pull a reading list together: the Employee Benefits…
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