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Annuities: The Good, The Bad, and The Ugly
Deciding whether annuities are a smart financial decision comes down to where you are in your financial journey and your individual goals and objectives. In today’s increasingly complex and...
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Best Practices to Ensure a Seamless Open Enrollment Season
With the fall season kicking off soon, open enrollment for most organizations is fast approaching. Leading up to benefits season, there are always so many things to keep track of to ensure you are...
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Five Advantages from Switching Your On-Premises PBX to the Cloud
Desk phones have been a staple item in offices or cubicles for years. With communication technology evolving drastically this past decade, desk phones are already becoming outdated. According to a...
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Achieving a High-Performing Nonprofit Board (Part 1 of 3)
Nonprofit organizations must have high-performing boards to help them grow and accomplish their mission. Stagnate and underperforming boards and board members can potentially hinder the organization’s...
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Don’t Risk It: Top Reasons You Should Avoid Using Your Company Email for...
Recently, ride-sharing giant Uber experienced a data breach at the hands of a teenager who social engineered an employee and gained access to their VPN. Although the hacker appears to not have...
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Wealth Management Quarterly Market Update: October 2022
State of the Markets Market pain for investors continued through September, as year-to-date declines increased with major US stock indexes falling for the third quarter in a row. The Standard and...
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Institutional Investment Management: Top Advantages and Considerations
Does your organization have access to funds that you are not sure what to do with? Perhaps you were given PPP (Paycheck Protection Program) loans or other funding from programs implemented during the...
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Cybersecurity Awareness Month: Simple Ways to Protect Your Organization
October is Cybersecurity Awareness Month, an annual effort to raise awareness about the importance of cybersecurity in today’s workplaces. Creating and maintaining a culture of cybersecurity is...
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Achieving a High-Performing Nonprofit Board (Part 2 of 3)
In my last blog post, I discussed the importance of the agenda in a board meeting and ways to restructure it to focus board time on strategic and generative topics. In part 2, we will focus on the...
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2023 SIMPLE IRA Plan Limits Announced – It’s Time to Notify Employees of the...
On October 21, the Internal Revenue Service (IRS) announced 2023 inflation-adjusted limits for all retirement plans, including SIMPLE IRA plans. Employees who are participants in employer-sponsored...
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Does My Business Need a Nexus Study?
Sales tax laws continue to evolve and grow more complex, with most states having unique economic thresholds that require their own correct procedures and paperwork to account for. A fitting example of...
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Five Important Things You Should Ask Your Wealth Advisor to Ensure They Have...
Finding the right fit is important when selecting a wealth advisor to help guide you. Do they understand you and treat you in a manner that you are comfortable with? Much like a doctor/patient...
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L&D Insights: The Power of Coaching Conversations
Allow me to demystify something for you. Coaching is a process that anyone can apply to any situation and be initiated by anyone. It may take some of us a bit more practice to get good at it, and some...
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Communication Tactics to Keep Your Employees Engaged During Open Enrollment
Fall is in full swing which means that open enrollment and benefit renewals are nearly here for most organizations. Even if your benefits aren’t on a calendar year, FSAs and HSAs limits change and you...
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How to Know If You Have Outgrown Your Current ERP System
As the year comes to a close, many organizations use this time to evaluate budgets for the upcoming year. If you have been thinking about upgrading your ERP system, this is a great time to start...
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What It Means to Be a 401(k) Plan Administrator and/or Fiduciary
There are many responsibilities for a plan administrator and/or fiduciary of an organization’s retirement plan. You are in charge of all the behind-the-scene actions of the retirement plan at your...
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What Is a Security Assessment and How Does It Benefit My Business?
Did you know that since the COVID-19 pandemic hit, there has been a 300% increase in reported cybercrimes? Cyberattacks and data breaches are detrimental to businesses, often costing large amounts of...
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After Your HCM implementation: Next Steps to Keep Things on Track and Thriving
Take a deep breath, you’ve made it. Your new system is up and running and has been rolled out to managers and employees. So, what comes next? How do you make sure that you keep using all of the...
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Top 10 Reasons Businesses Turn to an ERP System
Running a business comes with a multitude of risks and unknowns. This year proved just that with an unprecedented pandemic that shook many businesses to their cores, causing some to collapse. It’s...
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Bringing a Marketing Mindset to HR
HR teams often feel like they struggle to be heard. It can be hard to compete with other voices in the business to get your projects moving. I recommend that you step back and take a few pages from...
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