Our Blog - Surety Matters

  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

  It’s easy enough to find estate planning templates online, and using them is certainly cheaper (at least in the short run) than working with an attorney. The questions on templates can even be a…
Read Moreabout Estate Planning Templates?

  The services of a professional fiduciary can be a huge relief for individuals aging solo, as well as for those with special needs. Professional fiduciaries are also frequently relied upon to administer estate plans,…
Read Moreabout Considering A Professional Fiduciary?

Employers sponsoring retirement plans must comply with Department of Labor requirements for sharing clear, comprehensible information with participants and beneficiaries. Going above and beyond compliance inspires more engagement in the plan, and more trust in…
Read Moreabout Compliance and Connection

  The Employee Retirement and Security Act (ERISA) specifically requires those responsible for company sponsored retirement plans to obtain a fidelity bond, known as an ERISA bond, to protect the plan against losses due to…
Read Moreabout ERISA Bonds Explained: Five Facts