Our Blog - Surety Matters

  Sponsoring a 401(k) plan is a terrific way to put employees on the path to secure retirement. However, given the inherent fiduciary responsibilities and the high standards of ERISA, diligence is essential. One helpful…
Read Moreabout Best Practice: Fiduciary Audit File

  Jotting down a to-do list can be a part of planning, but is not really a plan in and of itself. Although we’d like to think time stands in the way of more robust…
Read Moreabout 6 Building Blocks of Successful Plans

  ABC has estimated that this year alone, 500,000 new workers are needed in the construction industry. With builders across the country scrambling to hire and onboard new employees, it certainly comes as good news…
Read Moreabout Toolbelt Generation?

    Since trusts can be tailored to address a variety of circumstances, establishing a trust can be worth the time and effort for many families, especially when the trust agreement clearly lays out the…
Read Moreabout Trust Assets: Takers of Last Resort?

  The possibility of living a longer, healthier life has never been greater. Nonetheless, capacity declines are a real possibility for all of us. Proactively designating a power of attorney (POA), ensures someone we trust…
Read Moreabout Authorized Decision Makers: POA and Guardian

  Inflation. Shrinkflation. Supply challenges. Other complications. Absorbing higher costs into your business. Yeah, yeah, yesterday’s news? Not so fast, advise construction pros. Analyzing current costs, comparing them with what you were paying last year,…
Read Moreabout How Much More?

  Strategic use of porous pavement along seven miles in Brooklyn will allow storm water to drain into the ground, rather than flood city sewer systems. The $32 million dollar project is scheduled for completion…
Read Moreabout Green Infrastructure: Porous Pavement

  Plan audits are an important way the Department of Labor ensures compliance with ERISA standards. Sometimes DOL plan audits are random, but errors, including mistakes with the submission of Form 5500, can trigger audits…
Read Moreabout DOL Plan Audits Explained

  It’s a very, very rare business owner who sets out to screw up the company retirement plan. Most plan sponsors take fiduciary obligations and secure retirements seriously. Nonetheless, ERISA is a complex law with…
Read Moreabout Common Fiduciary Errors