Cybersecurity: Deer In The Headlights?
Even if the magnitude and omnipresence of cyber threats has had you and your small business frozen like a deer in the headlights, you can get up to speed with expert advice and practical…
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Cybersecurity and Hybrid Workplaces?
Much about leaving the pandemic behind remains unclear, but new certainties are taking hold in workplaces. With survey data showing that as many as 82% of business leaders are embracing the new norm of…
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Aging In Place: Estate Planning
Amidst the housing affordability crisis across the country, thoughtful planning for what becomes of our homes when we die has the potential to generate a spiral of good for our families—and even our wider…
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401k Auto Portability Benefits Everyone
Making it easier for employees to bring their retirement savings along when they shift jobs obviously benefits them. Because it reduces the fiduciary risks associated with missing participants and auto cash-outs, facilitating portability also…
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Public Fiduciary Explained
Many retirees opt to spend their late years in sunny Arizona—even if that means forgoing a local family support network. Recognizing this, Arizona probate courts appoint fiduciaries to serve as personal representatives, or even…
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Head’s Up: Amended ERISA Legislation?
As part of its intense focus on retirement security, Congress is considering new two-pronged legislation. If it passes, retirement industry experts anticipate that plan sponsors might face more trips to court stemming from fiduciary…
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Infrastructure In Real Life?
Infrastructure has become such a buzzy word that it’s easy to lose sight of how the presence of a strong infrastructure enables our everyday lives. In celebration of “United for Infrastructure,” leadership of the…
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Construction Commitments: California
From Sacramento comes the news that the California Transportation Commission (CTC) has committed $700 million for improvements to transportation infrastructure across the state. Contractors are gearing up their bids as states and localities across…
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Probate Problems?
You’re not alone. Navigating probate can be challenging. Bonds are often required and the terminology can be baffling. Colonial’s here to help. Our online service makes it easy and speedy for anyone to secure…
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