Inadequate ERISA Bond Coverage?
A common and risky compliance issue for retirement plan sponsors is insufficient ERISA fidelity bond coverage. Experts explain some of the consequences, including the risk of being held personally liable for losses. Exposure Risks for…
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Due Diligence with Record-keepers
The consolidation in the record-keeping field makes it extra important for retirement plan sponsors to keep current with oversight and evaluation duties. For example, what do you know about the tech platforms and cybersecurity protocols…
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Building Waterfront Parks
Plans for building parks—and opening waterfronts for public use continue to pop up across the country. Here’s the latest on an ambitious vision to rethink and reuse piers along the waterfront in Philadelphia. Elevated Planning—and…
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Let’s Stay Open, Right?
A recently discovered crack in the I-40 Hernando de Soto Bridge over the Mississippi River underscores the widespread impact of emergency closures. Yep, infrastructure, strikes the supply chain again. Shutdowns Are Costly As reported by…
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Do You Need a Trust? What Type?
When you start working on your estate plan (a good thing to do), you may want to consider establishing a trust. What are some circumstances which make trusts useful? What kinds of trusts are possible…
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Estate Planning: Not Like This!
We all need to be organized about how our assets, medical care and family responsibilities will be managed when we die or become incapacitated. Simply put, this means having an estate plan. Experts point out…
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Save for Retirement—Then What?
Retirement experts are finding that despite the disruptions of the pandemic, employees are trying to focus on retirement saving—and planning. Increasingly, employees are looking for information about how retirement savings translate to retirement income. Plan…
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Carefully Moving Forward: Retirement Plans
As small businesses emerge from pandemic operations and work to evolve, experts caution retirement plan sponsors to allocate time to review the plan design, benefits and services. Participant needs are changing—and plan design options are…
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Fiduciary Responsibilities: A Quick Refresh
As a retirement plan sponsor, you know you have a fiduciary responsibility to ensure that the plan functions in the best interest of participants, but what exactly does that mean? Here’s a quick refresher. A…
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