Our Blog - Surety Matters

  If you are a plan sponsor, responsible—that’s you. In fact, ERISA law obligates you to be more careful with the retirement assets of your employees than you are with your own money. Irresponsibility—whether or…
Read Moreabout Responsible?

Sacramento’s newest K-8 public school welcomed students back to school this fall, after the builders overcame the challenges of building through the disruptions of the pandemic—and even managed to shave $5 million off the budget….
Read Moreabout Welcome In: Sacramento’s New School

Construction firms that build stadiums have an arena full of stakeholders to please. Fans, home team management and advertising sponsors all want a say in the action. Public officials—representing taxpayer dollars of course have a…
Read Moreabout Stadium Construction?

Unlike wills, trusts do not pass through the public probate process—and therefore can protect a family’s privacy. Some families, however, end up with public conflicts even when a trust has been established. Take, for example,…
Read Moreabout Out of Trust?

Every state has a probate process: legal steps through which property is transferred from the dead to the living. If there is a will, it is admitted to probate court to initiate the process. If…
Read Moreabout Probate and Personal Representatives?

How’s participation going in your company-sponsored retirement plan? Amidst all the fiduciary duties involved in providing the plan, it can be easy to lose sight of the end goal—thriving retirement for all. Here are new…
Read Moreabout Motivational Messaging: Retirement Savings

  That’s what ERISA legal experts advise plan sponsors to do. For example, when you buy a cup of coffee, you know how much you are paying, right? What about the retirement plan fees your…
Read Moreabout Love the Details!

No retirement plan sponsor sets out to fail in their fiduciary duties. Running a small business can be exhausting, though, with good intentions ending up on the bottom of the to-do list. Pension experts offer…
Read Moreabout Apathy and Fiduciary Liability?

Were you diligent in your service provider selection process? Are your retirement plan fees too high? Right now, these are especially critical questions for plan sponsors from small businesses. ERISA litigation is having a “trickle…
Read Moreabout Fiduciary Lawsuits and Small Businesses