Our Blog - Surety Matters

  Accountants aren’t the only ones busy at tax time. Big and small companies around the country often hire administrative support and tax preparers for the season. Becoming a Tax Preparer Simply put, tax preparers…
Read Moreabout Job Possibilities: Yeah, It’s Tax Season!

Will we ever enjoy shopping inside stores again? Experts say: yes! Here are predictions that entrepreneurs, shoppers—and anyone eager to get out and about—will appreciate.  The Experiential Trend  Good news: experts are predicting that post-pandemic,…
Read Moreabout The Future of Retail Shopping

  Well, 2021 is here. Now what? Your retirement plan participants will appreciate reminders about nuts and bolts—especially considering some of the regulatory shifts made as COVID-19 emerged last year. Participants In Their 70’s?  Whether…
Read Moreabout Steering Forward: Get Your Plan Participants Focused

Contractors in some metro areas are seeing plenty of projects popping up—and anticipating even more. Building Demand In Miami, Buffalo and Chicago Construction Dive reports that in Miami, Buffalo and Chicago, contractors are experiencing “pockets…
Read Moreabout Up and Coming: What Are You Bidding On?

Retirement planning commonly revolves around “how much” and “when.” An often overlooked question is “where” and it matters a lot. Assumptions, Dreams, and Realities Typically, retirement planning is rooted in making assumptions about the annual…
Read Moreabout Retirement Planning: Don’t Forget to Ask “Where?”

Mergers and acquisitions are changing the marketplace of 401(k) plan service providers. Plan sponsors are advised to have high expectations. Expect Robust Products and Services Although the mergers and acquisitions among service providers in the…
Read Moreabout A Resolution for Plan Sponsors: High Expectations

 Pop quiz: exactly where in the world is your retirement plan data? Who is it available to—and how do they secure it? Experts stress drilling down on these questions with plan administrators and record keepers…
Read Moreabout  Questions Plan Sponsors Need To Ask

How should court-appointed guardians handle decisions about the COVID-19 vaccine with their wards? Experts advise: apply the substituted judgment standard. Focus On The Ward’s Wishes and Values Carefully and respectfully making important decisions on behalf…
Read Moreabout Guardians and Vaccine Decisions

Across the country, state leaders are laying out plans and dollars for spaces that are functional and uplifting. Here is an example from New York City. More Park Space—and Infrastructure Solutions Too Since the High…
Read Moreabout Lift Off: Elevating Public Spaces