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Ideas & Insights


Insight Article

Sourcing distressed deals

By investing too early in a distressed asset, you may end up overpaying. Too late, and the attractive investments may have been snapped up.

Insight Article

Real estate debt raising

Middle market funds can bring in more equity by offering more favorable terms to LPs, but may be better off with investors who trust them.

Insight Article

Understanding revenue sharing

Learn the importance of discussing with a plan advisor how best to customize plan fees based on circumstance and available options.

Insight Article

Plan documents: Save or purge?

What many ERISA plan sponsors consider “reasonable” fiduciary responsibility for plan document retention may not comply with IRS rules.

Insight Article

Cybersecurity issues for plan sponsors

The Department of Labor is working on guidance addressing cybersecurity issues as they relate to plan sponsors and third-party providers.

Insight Article

VAT and customs: Benefiting from Brexit

Now that we are post-Brexit and new rules have been released, companies must quickly move from planning to execution stage.

  • Butler, Steve
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