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Contract Surety 08.05.2022

Time to Push Forward?

  Inflation. Interest rates. Supplies. Hiring. Recession. Infrastructure. What to bid. There’s more and more to figure out and juggle every day as small and mid-size construction firms face forward. Is growth possible? Here are…
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Time to Push Forward?
Contract Surety 08.04.2022

Recession? Work Smart

  The last few years have certainly taught us that agility is not just a buzz word. Who really knows what the future holds, but, with the “r word” in the air so much these…
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Recession? Work Smart
ERISA 08.04.2022

Oversight: Participant Data

  Claims of fiduciary breaches over the fees and performance of investment options in retirement plans continue—with most litigation ending in hefty settlements and paving the way for more cases, impacting more plans and businesses….
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Oversight: Participant Data
ERISA 08.04.2022

Oversight: Participant Data

  Retirement plan service providers have access to participant data. Can they use the personal information of participants to cross-sell other financial products? As service providers are exploring this approach to business expansion, what do…
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Oversight: Participant Data
Court Bonds 07.28.2022

Financial Security: Family Trusts

Trusts can be a useful way to protect and distribute assets to family members. Here is an overview of the advantages of establishing a trust. For a trust to achieve it’s goals, you’ll also need…
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Financial Security: Family Trusts
Court Bonds 07.28.2022

Guardianship: Are There Alternatives?

  Though sometimes necessary, going to court to set up guardianship for loved ones who can no longer reliably make decisions for themselves can be difficult, and painful. Court involvement makes the matter public, and…
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Guardianship: Are There Alternatives?
Contract Surety 07.28.2022

Cash Flow…

  These two four letter words are top of mind for most construction businesses, most days. Success requires getting a grip on the payment problems that can be crippling to contractors. According to pros, the…
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Cash Flow…
Contract Surety 07.28.2022

Running The Business: Data Please

  Construction industry experts observe that running the business smoothly might not always require amassing more and more data (and tech tools). Instead, leaders are encouraged to make the most of readily available data. Here’s…
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Running The Business: Data Please
ERISA 07.21.2022

Adequate ERISA Bond?

  Retirement plan experts observe that ERISA bonds are confusing for plan sponsors—which likely explains why so many plan sponsors fail to maintain adequate coverage and end up triggering additional compliance problems. Here’s help understanding…
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Adequate ERISA Bond?