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It’s time to review (or create) your document retention policy

BMT Office Administration

Worried that your company might not have a particular document on hand if the IRS conducted an audit? They create a document retention policy that clarifies what needs to be saved, where, and for how long. They create a document retention policy that clarifies what needs to be saved, where, and for how long.

Policies 105
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Do I Need an Estate Plan?

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Understanding why you’re creating one and the documents you must include for your situation can make the process easier. Having a will and other estate planning documents are the best way to ensure that the people you want to inherit your money, investments and property actually do. I’m not rich; do I really need an estate plan?

Medical 246
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The 7 Biggest Financial Mistakes to Avoid in Your 50s

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Once the documents are drafted, they should be revisited every year or every five years depending on changes in the family. While many employer-owned policies only cover a portion of monthly needs, a private policy allows people to anticipate and cover all their financial needs.

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Do I Need to Buy Life Insurance?

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Keep reading to learn about the different types of life insurance policies, how to determine if you need to buy it, and how much your policy should be worth. You can choose the amount of money your life insurance policy is for and how long you want the policy to be in effect, either for a few years or decades or as a permanent policy.

Policies 264
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Employee personnel files — what should and shouldn’t be included

BMT Office Administration

Knowing what to keep and the location of each document is vital to easy retrieval and to maintaining compliance with government and industry regulations. If so, then the document should be included in the employee’s general personnel file.”. Recruiting and screening documents. Termination documentation.

Filing 121
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How Discrimination in the Workplace Impacts Black Women’s Health & Well-Being

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She was put on medication and had to take a few weeks off from work. For example, in a 2022 study published in Biological Psychiatry: Cognitive Neuroscience and Neuroimaging , researchers noted that racial discrimination had a negative impact on human health—specifically, it had the potential to increase the risk for medical disorders.

Health 264
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AI Probably Won’t Take Your Job In 2024

Allwork

Leaders at these companies also committed to meeting with the government to help guide public policy. The recently announced in-house tool allows the firm’s employees to search thousands of company documents and interview transcripts to help gather relevant information and key insights faster and more efficiently.

2024 265