In this Issue of AIA Trust News . . .
To Shred or Not to Shred
Every firm has documents that should be destroyed, not simply discarded. Documents must be destroyed because firms need to maintain confidentiality when dealing with employee, client or business records that contain personal or proprietary information. Furthermore, firms need to develop a formal document destruction policy that includes a schedule that is adhered to consistently. Read more »
Are You Financially Prepared For 2010 and Beyond?
As the new year begins, now may be a good time to review your insurance coverage to make sure you’re financially prepared for the future. Most financial experts recommend reviewing your insurance coverage on an annual basis to make sure you have appropriate protection for you, your family, your earning power, and your business. Plus, factors like inflation, the current economic conditions and any recent lifestyle changes signal the need to reevaluate your coverage, too. Read more »
Retirement Planning 2010: Getting a Head Start in the New Year
Timing is very important with investing and the same can be said for setting up your firm’s 401(k) plan. However, it is often the rare firm manager who recognizes that the groundwork for adopting the plan is best done early in the year. Read more »
Planning for Your Family’s Financial Security
Safe driving and accident prevention may help to ensure your safety, yet you can still be the victim of someone else’s mistake. Read more »
Adjusting to Winter Behind the Wheel
Because driving in winter conditions is fraught with hazards such as icy roads, poor visibility and the threat of snowstorms, consider the following questions before getting behind the wheel and putting safety at risk. Read more »
AIA Trust Benefits for Members and Components
Check out the all-new web site for the AIA Trust at www.TheAIATrust.com to find easy-to-understand benefit programs – as well as a variety of member resources including white papers and articles on cutting-edge risk management topics, planning tools for your firm and your future – and a wide range of component resources, including two special programs. Read more »