Artificial intelligence seems to be everywhere, with seemingly endless applications. However, many in the retirement plan industry are still figuring out how to integrate it into their workflow. In a ...

When creating an assessment plan, there are certain typical components - The document linked here was created by Dr. Marilee Bresciani (Ludvik), and can serve as a worksheet to document the assessment ...

Project planning documents are often used in many companies, particularly for team projects. An example of a project planning document is a team charter, which outlines the goals, responsibilities and ...

Many employers do not realize that welfare plans also require written plan documents and are shocked when they learn that their welfare benefit plans are not in compliance with the Internal Revenue ...

Vision and scope documents define what your customer or company has in mind as well as describe the work process necessary to reach that vision. For example, entrepreneurs benefit from writing a ...