Our Blog - Surety Matters

  Even as The Department of Labor continues efforts to clarify the fiduciary rule, it’s critical for plan sponsors to understand and act in accordance with the fundamentals of the role under the standards of…
Read Moreabout Fiduciary Basics for Plan Sponsors

  The financial pressures on workers are many. Student loans, home purchases, caregiving, and health expenses all get in the way of saving for retirement. No wonder financial worries weigh down on employees, impacting businesses…
Read Moreabout Toward Better: Retirement Saving Success

  Every year, the DOL’s Employee Benefits Security Administration (EBSA) recovers funds for the participants of company sponsored retirement plans, and 2023 was no different. Enforcement action and complaint resolution, as well as the abandoned…
Read Moreabout On Behalf of Participants: Funds Recovered

  Several research projects this year have concluded with this “discovery”: women are generally more worried about financing their retirements than men. Ironically, that these findings still come as “news” underscores the depth of the…
Read Moreabout Worried About Retirement: Women!

  When music legend Prince died unexpectedly in 2016, it took six years for relations and business associates to come to agreement over his assets and affairs. The plans, announced in 2022, would have allowed…
Read Moreabout Rainy Days Continue For Prince’s Estate

  Ordinarily, probate court matters are routine, and may include admitting wills, greenlighting executors and ensuring creditors and beneficiaries receive the appropriate notifications in a timely manner. Sometimes disputes, such as will contests or claims…
Read Moreabout Probate Dispute?

  Manufacturing construction remains strong. Interestingly, for example, though current demand for electrical vehicles lags, construction of the manufacturing plants needed to produce the batteries is hopping. Analysts say it’s all about taking the long…
Read Moreabout Manufacturing Construction: Batteries!

  Vacant office buildings became a thing–fast–during the height of COVID-19, and offices never really filled back up, or returned to “normal,” despite the hopes of employers and realtors. Around the country, construction is underway…
Read Moreabout Office Building Conversions

  Almost half of Millennials say they want to retire as soon as they are financially able to do so. Confidence in the ability to retire is fairly strong too, with about half of Millennials…
Read Moreabout Millennials on Retirement: ASAP!