Our Blog - Surety Matters

  Making guaranteed lifetime income options more readily available through 401(k) plans is a list topper for plan providers—and employers— these days. Here’s why—and an example of how Blackrock is proceeding.   Guaranteed Lifetime Income?…
Read Moreabout Decisions, Decisions: Annuities?

  Across the country, more and more women are making it: whiskey. Science finds that women have a nuanced sense of smell—a big asset when assessing fermentation. Mentors are opening doors and entrepreneurial success stories…
Read Moreabout Trending Now: Whiskey Business

  As we begin to enjoy live sports and music again, brand new arenas welcome us in, with innovations aimed at protecting us and the environment. What could be more fun then a newly renovated…
Read Moreabout Building For The Home Team

  The Federal Bureau of Investigation reports a 69% spike in cybercrime complaints from 2019-2020. Financial losses totaled over $4 billion. As the techniques deployed by cybercriminals are becoming more sophisticated, retirement plan recordkeepers are…
Read Moreabout Cybercriminals: Sophisticated Techniques

Although ERISA does not require retirement plan committees, having the help of experts can contribute to decisions that are made prudently, in the best interests of participants and beneficiaries. Follow this expert guidance to ensure…
Read Moreabout Committee Agenda?

  The New Jersey Transit Corp (NJ Transit) has awarded a $1.56 billion contract to Skansa and Traylor Bros. for the construction of the Portal North Bridge. Spanning a critical section of the busy Northeast…
Read Moreabout Contract Awarded In NJ: $1.56 Billion

  Although it is often assumed that it is best to avoid the probate process when planning how to pass along our assets to loved ones, estate planners find that sometimes the probate process can…
Read Moreabout Probate Can Be Helpful

  Estimating that approximately 175,000 veterans need help obtaining bank accounts, the Department of Veterans Affairs (VA) has launched the Veterans Benefits Banking Program (VBBP). The goal is to ensure veterans receive their full benefit…
Read Moreabout Direct Deposit Options for Veterans

  Trusts are sometimes a useful way to transfer assets to beneficiaries, or even to plan ahead for our own needs. Though most married couples opt for joint, Revocable Living Trusts (RLT), there are circumstances…
Read Moreabout Separate Revocable Living Trust?