Why Are ERISA Bonds Required?
When you sponsor a retirement plan for your employees, they are trusting you with their money. A single act of fraud or dishonesty related to the plan funds can have a devastating impact. That’s why,…
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Too Small To Face ERISA Scrutiny?
As the sponsor of a retirement plan at your business, you’ve probably heard the buzz related to ERISA investigations and lawsuits at big businesses with big names. Maybe you’ve shrugged, thinking these things don’t impact…
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What is a Court Appointed Administrator?
When someone passes away without a will, the local probate court appoints an administrator to manage the deceased’s affairs and bring their estate to a close. Administrator responsibilities typically involve settling debts, and then distributing…
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Blended Family? Avoid Intestate Succession
Without an estate plan, when we die, our debts are resolved in probate court, and then remaining assets are distributed to heirs, as dictated by state laws of intestate succession. Since the roots of these…
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Explained: ERISA Bonds and Fiduciary Liability Insurance
If you sponsor a retirement savings plan for employees, for the protection of the plan, you are required by law to have an ERISA fidelity bond. It is also critical for retirement plan sponsors to…
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Fourth Quarter Compliance Check?
The last quarter of the year means it’s time for retirement plan sponsors to see how they are doing against their annual compliance checklist. Wondering, “What have I missed?” Jump into action with these tips…
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Protecting Our Elders From Scams
We’re all exhausted from scam calls, emails, threats, and so on, but hopefully, we’re mostly on the alert, and successfully fending them off. How are our elderly loved ones faring? Not so well: an FBI…
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Unusual Prized Possessions? Estate Plan!
“To each their own” is wise to remember when it comes to things proudly collected over a lifetime. Sportscards. Pokemon cards. Porcelain dolls. Seasonal cookie jars. Antique coffins. Puppets. Nuclear power plant memorabilia? Name it,…
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Employee Retention Challenges?
Churn. The coming and going of workers continues to impact construction more than other industries. High turnover clearly takes a toll on everyone and the bottom line too. Pros suggest creating a culture of loyalty…
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