Advisory & Consulting

Are You Insured?

November 6, 2015

One of the most problematical areas of employee benefits litigation hinges on fiduciaries and their duties to plan participants and beneficiaries. For fiduciaries, the cost of defending themselves can be high, regardless of any fault. This article discusses how fiduciary liability insurance can assist you.

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Oops...My Family Chose the Wrong Successor

Oops…My Family Business Chose the Wrong Successor

March 10, 2015

Hopefully, your family business has chosen a great successor. But if you’re in the midst of training your successor — or even beginning to hand off the reins — and regretting your choice, how can you take a bad situation and turn it around? There are several options you might want to consider. Bring in…

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Long-term Care Insurance: Good or Bad?

Long-term Care Insurance: Good or Bad?

December 3, 2014

As the baby boomers head into their 60s and 70s, many of them might ask themselves — what will become of them in the future? Will they be able to maintain both their mental and physical abilities? One would hope so. But the truth is that many boomers will be in need of some type…

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The Roth 401(k) Plan

Are You Offering a Roth 401(k) Plan Option Yet?

November 26, 2014

In a Roth 401(k) plan, participants make after-tax contributions to a qualified plan and obtain tax-free distributions, provided the funds remain in the plan for a period of at least five years from the date of the initial Roth 401(k) plan contribution. Thus, while participants pay a tax on the income that was the origin…

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Regulatory Agenda

DOL Sets 2015 Regulatory Agenda

October 9, 2014

Each year, the Department of Labor (DOL) sets an agenda for the year ahead. 2015 looks to be a busy year. On the list The DOL will unveil the following regulatory initiatives in January: Fiduciary investment advice. This long-delayed proposal would amend the DOL’s rules to expand the scope of advisory activities deemed to be…

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Spotting the Warning Signs that a Customer Isn’t Planning to Pay

August 7, 2014

Of all the responsibilities that a business owner must deal with, perhaps the most unpleasant is collecting from your clients and customers, who, for whatever reason, are delinquent in payment for the services or goods they purchased. This is critical to your business, especially when substantial amounts of money are involved.   Try to identify…

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