Our Blog - Surety Matters

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

  Starting and administering a 401(k) retirement plan can be a daunting challenge for small businesses. Tax credits can help. If you’ve previously begun a plan, you may even be eligible for tax credits now….
Read Moreabout 401(k) Tax Credits for Small Businesses

  How does $205 billion for a national high-speed rail sound? With infrastructure planning underway and prospects of returning to the office on lots of minds, transportation possibilities are everywhere. Remember the Jetsons…? Think it…
Read Moreabout Zooming Along: Building Speed