Our Blog - Surety Matters

Typically when someone dies without a will, an administrator is appointed in probate court to settle the affairs of the deceased. When there is a will, an executor generally performs this role. In either case,…
Read Moreabout Settling Affairs: Get A Bank Account

Under ERISA, Business owners who sponsor 401(k) plans have important fiduciary responsibilities related to the prudent selection and monitoring of service providers. EBSA has now issued guidance to ensure plan sponsors choose service providers who…
Read Moreabout High Expectations: Cybersecurity Updates

It’s no secret that ERISA Class Actions have been on the rise, putting fiduciaries in the hot seat, especially related to decisions about plan fees. Though large plans were initially the prime targets, claims are…
Read Moreabout Targeting Smaller Plans: ERISA Class Actions

Suddenly, everyone wants to travel—and no one wants the stress of planning or navigating shifting rules on their own. That’s why licensed travel agents are experiencing a record-breaking surge in business—especially from new customers. Two…
Read Moreabout Travel Agent Anyone?  

 Kentucky in May. Mint Juleps (aka bourbon in a big glass). Horses. These go together to create the longest continuously held sporting event in America. Spread the spirit—who knows, with bourbon’s popularity rising, maybe you’ll…
Read Moreabout Mint Julep? Kentucky Derby Time!

Probate Explained Probate is not as scary as it can sometimes sound. Understanding the basics will take a weight off your shoulders if you are executing or administering a will. Even getting a probate bond…
Read Moreabout Probate Explained

  Typically when someone dies without a will, an administrator is appointed in probate court to settle the affairs of the deceased. Frequently, probate courts require the administrator to obtain a type of fidelity bond,…
Read Moreabout Court Appointed Administrators Explained

Given the likelihood that all of our businesses will at some point experience a cyber breach, experts emphasize the importance of naming a designated response team. A cyber breach does not necessarily spell disaster, but…
Read Moreabout Cyber Breach Response: Who’s Ready?

Busy person and plan sponsor: one and the same, right?  As a business owner, you’ve likely found that sponsoring a retirement plan for yourself and your employees, though critically important, can really add to your…
Read Moreabout Easy To Forget: Reminders for Plan Sponsors