Partnering For The Win: Syracuse, New York
Public commitments to modernize infrastructure continue across the country, and New York State is digging in: a partnership of contractors won a $385 million dollar project for construction on a portion of I-81, which…
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Let The Buyer Beware…Liens?
Purchasing used equipment often makes sense for contractors, especially if they know and have confidence in the previous owner. However, whenever purchasing used equipment–even from a known owner, make sure any and all past…
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Why Not Just Have A Joint Bank Account
Although adding adult children to a bank account may seem like an easy hack for estate planning, attorneys point out that joint bank accounts can result in complications and unforeseen results. Here’s advice–and some…
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Executing A Will: What Takes So Long?
Upon the death of the testator (person who made the will), the designated executor must diligently adhere to the public process of probate. Meanwhile, beneficiaries tend to wonder: what’s the delay with asset distribution?…
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Attorney-Client Privilege?
Retirement plan fiduciaries need to know that some of their communications with attorneys are protected by attorney-client privilege. In fact, when attorney advice is given to a plan fiduciary for the benefit of the…
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Preparing for Open Enrollment?
Benefit enrollment season is typically a period of high employee engagement, making it a great time for retirement plan sponsors to boost participation through education and information. Just keep in mind: while spotlighting opportunities,…
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All Time High: Employer Contributions
Lots of data points to how important retirement plans are to employees and businesses. Employer sponsor retirement plans are even more beneficial when the company provides a match–and a growing number of employers are…
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Participant Contributions: Let’s Be Timely!
Failure to properly and promptly ensure employee contributions are remitted to the retirement plan is a serious problem. Although a very small fraction of employers have been found to have abused retirement contributions, the…
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Don’t Leave a Jigsaw Puzzle Behind: Estate Plan!
For so many reasons, it’s important for every adult to have plans that address our care needs in the event of an emergency, as well as arrangements for our assets. Parents of minor children…
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