Our Blog - Surety Matters

  That’s the number of new workers the Associated Builders and Contractors (ABC) estimates are needed to keep construction moving—just this year. To overcome the shortage, and thrive for the go forward, it’s critical to…
Read Moreabout 500,000 New Workers Right Now?

  Settlements to resolve alleged ERISA violations reached record highs in 2023. Claims brought on behalf of plan participants related to fees, investment performance, and more continue to wind through courts. In an effort to…
Read Moreabout Curtailing Frivolous Litigation?

  Speaking at a Plan Sponsor Council of America convening, Lisa Gomez, the Assistant Secretary of the Employee Benefits Security Administration, emphasized the importance of cybersecurity insurance, and observed that many plan sponsors are confused…
Read Moreabout Cybersecurity Insurance: Yes, Plan Sponsors Need It

  Revocable trusts, sometimes referred to as “living trusts,” can accomplish a lot, and therefore often play a foundational role in estate plans. Assets placed in revocable trusts by-pass the public process of probate, ensuring…
Read Moreabout Pros and Cons of Revocable Trusts 

  While it’s important for every adult to have an estate plan, those who own businesses need to go even further, integrating personal estate planning with a succession plan that details how a business will…
Read Moreabout Questions for Business Owners

  The $1.2 trillion Infrastructure Investment and Jobs Act (IIJA) was signed into law in late 2021, committing $550 billion for new initiatives related to roads, bridges, mass transit, water, resilience, and broadband. The five…
Read Moreabout Progress Report: Infrastructure?

  Although the allure of building a fleet of incredible equipment has always been tantalizing for construction company owners, renting is turning out to be a great strategy for growing a business. This is especially…
Read Moreabout Get An Edge: Equipment Rental

  Many employees are now “flexing” into retirement via part-time work, down-sized responsibilities or passion-driven projects. Others hope for a full-on “stop” date. Though dreams differ, all workers need support making informed decisions. Leadership at…
Read Moreabout Plotting The Path To Retirement

  Show me! Three years in, that’s what the Department of Labour (DOL) is asking businesses vis a vis responsiveness to its 2021 guidance on cybersecurity. Specifically, plan sponsors need to be ready to present…
Read Moreabout Cybersecurity and Audits?