Our Blog - Surety Matters

Probate law governs the ultimate resolution of our affairs: wills, trusts, estates (or the lack thereof) and the associated debts, taxes and so on. How does probate law evolve to keep up with the times,…
Read Moreabout Keeping Up With the Times: Probate Law

  The Employee Retirement Income Security Act (ERISA) was passed in 1974. Think about how much has changed since then! No wonder there is increasing pressure for thorough regulatory updates to better protect the trillions…
Read Moreabout Overdue: Updated Protection Plans

First quarter studies show that women are rowing hard to gain financial ground after the disruptions of 2020. The trends provide retirement plan sponsors with valuable insights to inform plan design and communications. Expect The…
Read Moreabout Rowing Forward: Women and Retirement Savings

Retirement plan sponsors take note: April 1 is a deadline for some retirement plan to take a Required Minimum Distribution (RMD) from their accounts. This can be confusing and stressful without proper planning. Here’s what…
Read Moreabout Required Minimum Distributions: The Basics

 As the housing market remains strong across the country, builders are finding a groove with new niches. For example, in New Jersey, a $65 million loan will fund the development of a multifamily building designed…
Read Moreabout Building a Niche: $65 Million for NJ Housing

  Remember that happy feeling of lift off? Well, airports and airplanes across the country are soaring ahead with new projects—which will elevate the spirits of builders too.  Expansions and Innovations  Across the country plans…
Read Moreabout Time To Take Off:  $43.6 Billion for Airports

With clues to our identities now easily available all around the digital space, we are making it easier for cybercriminals to locate, us, figure out our passwords, and dig into our contact data too. Share…
Read Moreabout Digital Identity: Protection Advice

  Legal experts caution that the Department of Labor could be headed toward formalizing the cybersecurity responsibilities of retirement plan fiduciaries. Don’t be unprepared at the narrowing intersection between ERISA fiduciary duties and the cybersecurity…
Read Moreabout Cybersecurity: What Will The DOL Decide?

There are a lot of dreams tucked in with the dollars in the company-sponsored retirement plan. Freedom from routine. Health. Time with family. What else? Exploring the possibilities can motivate savings—plus, it’s energizing to think…
Read Moreabout Reinventing Futures: Retirement Savings