Businesses Need To Be Proactive When It Comes to Cybersecurity

As technology becomes more advanced with supply chains becoming automated, data stored remotely in the cloud, and robots working in factories, companies have to become proactive on the cybersecurity front and update their infrastructure to be able to defend our...

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ERISA Advisory Council Recommends New DOL ERISA Bond Guidance

In a November 6, 2018 ERISA Advisory Council report, the Council recommended the Department of Labor (DOL) issue new ERISA fidelity bond guidance after evaluating current DOL regulations and guidance. In the report to Secretary of Labor Alexander Acosta, the Council weighed...

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The Bond Compliance Program for Pension Professionals

Keeping track of every plan sponsor’s ERISA fidelity bonding status can be tough. No matter how many plans you are in charge of, it is difficult to remember what is what with information the spread out among your clients. With...

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Grandchildren: Custodial Account?

For many grandparents, the joy of grandchildren inspires a desire to leave “even a little something” behind for them. Indeed, monetary gifts, no matter how modest, can prove to be life changing. One way to pass on assets to grandchildren...

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Infrastructure Priorities: Transportation

Federal leadership is revving up around the importance of addressing, and efficiently completing critical transportation projects around the country, via an “America is Building Again” agenda. The Department of Transportation (DOT) is steadily releasing funds to get road, bridge, and...

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Struggling Elders? Guardianship?

No one knows how long they get to live with a clear mind and the capacity to make independent decisions. Ideally, proactive care and estate planning has designated someone we trust to take over long before necessary. Absent pre-arrangements, if...

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Gifting Education for the AI Era

As the rise of Artificial Intelligence rapidly reshapes the employment landscape, educational institutions of all kinds are sprinting to respond with next wave learning experiences and “future proof” skill building opportunities. Though much is uncertain, this much is clear: the...

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IRA Trust?

As the name implies, an IRA trust is an estate planning option for individuals who have saved money through a company sponsored retirement plan. For lots of people, retirement plan assets are among the most valuable gifts that can be...

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Construction: Vocational Training?

As public funds at the local, state and national levels have spurred ambitious school construction across the country over the past several years, some lucky students are enjoying new learning environments this year. That’s good news for builders in more...

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Understanding Peak 65

  It’s here: 2024, and the demographic milestone anticipated to have a major impact on retirement plans (and realities) for Americans. As the phrase “Peak 65” implies, the largest number of Americans ever will turn 65 in 2024, with implications...

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