Considering A Professional Fiduciary?
The services of a professional fiduciary can be a huge relief for individuals aging solo, as well as for those with special needs. Professional fiduciaries are also frequently relied upon to administer estate plans,…
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Compliance and Connection
Employers sponsoring retirement plans must comply with Department of Labor requirements for sharing clear, comprehensible information with participants and beneficiaries. Going above and beyond compliance inspires more engagement in the plan, and more trust in…
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ERISA Bonds Explained: Five Facts
The Employee Retirement and Security Act (ERISA) specifically requires those responsible for company sponsored retirement plans to obtain a fidelity bond, known as an ERISA bond, to protect the plan against losses due to…
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July Bring Fireworks & Forms: It’s Time
Most retirement plans operate on a calendar year, which makes July a big deal: Form 5500 must be carefully completed, reviewed and submitted by month-end. Changes effective this year are significant. Though preparation of…
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Flood Watch: Let’s Elevate
As we can all attest to, flooding is on the rise, and even more floods are anticipated. Accordingly, the Federal Emergency Management Agency (FEMA) has issued new policies requiring higher elevation levels for federally…
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Appreciation: Construction Workers
All workers at every business thrive on appreciation, but given the physical and “all-weather” demands of construction, it’s extra important to make sure that workers in the building fields receive the appreciation they deserve….
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Estate Planning: Fiduciary Roles Explained
At its best, estate planning addresses goals related to both our own well-being as we age, and the designation of assets–be they modest or many–for beneficiaries. The ultimate success of estate plans rests with…
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COVID’s Impact on Estate Planning?
Even after living through the pandemic, it’s estimated that over two thirds of Americans still have no estate plan, which ultimately leaves loved ones with hard things to do and decide. Even if our…
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Summary Administration Explained
Following the death of a loved one, the debts of the deceased are sorted out in probate court, which then directs the distribution of assets according to the will, or absent a will, the…
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