Our Blog - Surety Matters

Yes, generally, company sponsored retirement plans with 100 or more participants must include an independent audit report with the annual filing of Form 5500. Additionally, the Department of Labor’s Employee Benefits Security Administration (EBSA) can…
Read Moreabout 401k Plans and Audits?

When you sponsor a retirement plan at your business, you are a fiduciary. Whether or not you know that, understand it, or enjoy the responsibilities it entails, under the high standards of the Employee Retirement…
Read Moreabout How To Manage Your Fiduciary Liability

According to the Bureau of Labor Statistics (BLS), there will be about 81,000 job openings for electricians, every year, between now and 2034. The need for HVAC mechanics and installers will generate about 41,000 openings…
Read Moreabout Skilled Trades: Welcome In…

As competition for construction workers is anticipated to remain tough for the foreseeable future, wise company leaders are investing in the retention of talented, committed and loyal team members. It’s not surprising that pay, skills,…
Read Moreabout High Demand, Limited Supply: People!

Many of us associate estate planning with complex legal jargon and large financial portfolios, but a complete estate plan is simply a thoughtful strategy for the future. It’s about protecting yourself and your loved ones,…
Read Moreabout What’s A Complete Estate Plan?

Estate planning involves a lot of important decisions, but few are as critical—or as challenging—as choosing a trustee. While it might seem like a simple ceremonial honor, the reality is that this appointment comes with…
Read Moreabout Estate Planning: Choosing Your Trustee?

Increasingly, employers are recognizing the importance of providing financial wellness programming in tandem with benefits like the company sponsored 401k. With surveys continuing to point to the importance of financial literacy for all, it’s  great…
Read Moreabout Financial Ed At Work

Fall’s in the air, and that means homework’s spread out on the kitchen table. If you are a retirement plan sponsor, you’ve got homework too. Now’s the time to tune into details that might be…
Read Moreabout Homework Season: Retirement Plan Sponsorship

The annual Health and Safety report from Associated Builders and Contractors (ABC) shines the light on practices proven to reduce jobsite incidents. More safety and less harm is of course good for people—and business, so…
Read Moreabout Proven Results: Safety