We collaborate with the world's leading lawyers to deliver news tailored for you. Sign Up for any (or all) of our 25+ Newsletters. Some states have laws and ethical rules regarding solicitation and ...

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 ...

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 ...

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 ...

Forbes contributors publish independent expert analyses and insights. I enable organizations to simplify so they can focus on valuable work. You know the annual drill: you and your teams gather data, ...

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 ...