Collaboration Is Key: Building Departments
If there is anything more damaging to contractors then idle equipment on a construction site, perhaps, as experts point out, it is a tendency to somehow ignore the problem. Let’s remember, failure to monitor…
Read Moreabout Collaboration Is Key: Building Departments
Plan Document: Fiduciary Fundamentals
A fundamental responsibility of retirement plan sponsors is establishing, adhering to and periodically updating the plan document, which essentially functions as a master guide to ensuring the plan is operating correctly. Here are key…
Read Moreabout Plan Document: Fiduciary Fundamentals
Do Over?
Unfortunately, despite research that shows most retirees harbor a lot of “should have, would have, could have” related to their savings and financial plans, there is no going back. Though do overs are impossible,…
Read Moreabout Do Over?
Who Should Be Your Trustee?
Who Should Be Your Trustee?More and more families are recognizing the usefulness of trusts for both care plans and estate plans. Attorneys remind us that in addition to thinking critically about the type of trust…
Read Moreabout Who Should Be Your Trustee?
Wills and Trusts: The Differences Explained
Organizing our assets for distribution to others is obviously important. Even if we have carefully managed to set aside just a little more then we need, gifts will mean a great deal to loved…
Read Moreabout Wills and Trusts: The Differences Explained
Data Protection: Who Has Access?
Given the rapid pace of evolving technology—and today’s litigious environment—benefit industry experts remind plan sponsors that protecting participant data against cybersecurity breaches is an increasingly pressing duty. Since it’s not a matter of “if”…
Read Moreabout Data Protection: Who Has Access?
SECURE 2.0: Technical Corrections
As anticipated, a bipartisan group of leaders in Congress have signaled that they will issue corrections related to the massive SECURE 2.0 Act which was passed at the end of 2022. Although no timeframe…
Read Moreabout SECURE 2.0: Technical Corrections
Collaboration Is Key: Building Departments
Proactively establishing relationships with the local building department is essential for running a contracting business successfully. Knowing and following the department’s standards helps to prevent delays, penalties, legal challenges and backtracking on projects. Of…
Read Moreabout Collaboration Is Key: Building Departments
Burst of Upgrades: School Buildings
Federal funding from the Elementary and Secondary Emergency Relief (ESSER) allocations has spurred optimism in school districts across the country. Projects that would ordinarily be nearly impossible to tackle are underway. Here are examples—and…
Read Moreabout Burst of Upgrades: School Buildings