Our Blog - Surety Matters

  Could be. Even as the ERISA Industry Committee (ERIC) urges curtailment of the frivolous litigation disrupting plan sponsors across the country, hungry AI enthusiasts are offering to provide plaintiff attorneys with potential new cases,…
Read Moreabout AI: Spurring More ERISA Lawsuits?

  Plan sponsors, in accordance with The Employee Retirement Income Security Act (ERISA), must manage retirement plans prudently, following what is known as “the prudent man standard of care.” Though this sounds straightforward enough, what…
Read Moreabout Prudent Process?

  Can you use AI for estate planning? Sure. Is it a good idea to rely on AI for estate planning? Most likely not. Solid estate planning requires understanding nuances and tailoring tools, like trust…
Read Moreabout Estate Planning and AI?

Yes, courts can make changes to a will or trust. However, typically, they are hesitant to do so, in an effort to maintain the integrity of the intentions reflected in them. Nonetheless, reformation can be…
Read Moreabout Reforming Wills and Trusts?

  Concerns about volatility and inflation are driving plan sponsor efforts to re-evaluate investment lineups. According to research from MFS Investment Management, sponsors are tuning into the financial worries of plan participants, and looking for…
Read Moreabout Rethinking Investment Options

  Retired plan sponsors are busy people, with lots of built in duties and deadlines. Learning about SECURE 2.0 provisions, keeping up with cybersecurity protocols, and staying on top of emergent regulations contribute to ever…
Read Moreabout Fully Engaging As a Plan Sponsor?

  During estate planning, the question of what to do with the family home is often the most important decision to be made, as it frequently represents the most valuable asset to be inherited. Given…
Read Moreabout What If The Nest Is Never Empty?

  While keeping affairs organized is important for all adults, life partners who do not marry need to be especially careful. Without an estate plan, asset distribution is subject to state laws of intestacy, which…
Read Moreabout Unmarried Life Partners? Estate Plan!

  New projects in Washington D.C. and Austin Texas exemplify the important efforts underway around the country to keep our water clean and flowing–but not overflowing. From the East to the West, stormwater and wastewater…
Read Moreabout Protecting Water: From East To West