Our Blog - Surety Matters

  With the speedy completion of an apartment complex in Florida, builders have proof: Renco bricks, which are quite lego-like in appearance, and an alternative to concrete, have passed more than 400 performance tests. Communities…
Read Moreabout Stronger Than Concrete: Building With Legos?

  No retirement plan sponsor sets out to be accused of imprudent decision-making related to the investment options offered to participants, but claims are on the rise. That doesn’t mean claims over administrative fees have…
Read Moreabout Investment Imprudence: Claims on The Rise

  The words “fiduciary breach,” conjure something big going wrong with the company-sponsored retirement plan, resulting in headline-making allegations. In reality, a painful, “regular,” plan sponsor error, failure to have the ERISA fidelity bond as…
Read Moreabout The Importance of ERISA Bonds

  Among the gifts of later life marriages, is the hard won experience that informs relationships. Marrying later in life may have unique challenges too, since everything from our pasts comes with us, including children,…
Read Moreabout Older and Wiser: Marriage and Estate Plans

  Making formal “if this/then that” finance plans (aka prenuptial contracts) in advance of marriage is not the same as estate planning, however prenup arrangements can be a helpful way to jumpstart a collaborative estate…
Read Moreabout Prenups and Estate Planning?

  Adding transfer-on-death (TOD) and payable-on-death (POD) designations to financial accounts can be a helpful way to ensure beneficiaries efficiently receive assets intended for them. However, to avoid unintended negative consequences, account designations do need…
Read Moreabout Estate Planning: Transfer Designations?

  Deep sorrow is normal following the death of a loved one, and ultimately, nothing we do is likely to change that. We can, however, do the important tasks of leaving our affairs in order…
Read Moreabout Heartbroken?

  Just as retirement plan sponsors must deeply understand and comply with ERISA, so too must each and every member of a retirement plan committee. Regular meetings, education, training, and follow-up are best practices. Committee…
Read Moreabout Committee Duties and Training

  Litigation related to employee benefits is a growing area of risk for businesses, and, when allegations are made, sound defense is a must. Consider, for example, that in cases brought against retirement plan sponsors,…
Read Moreabout Prove It: Defense Is a Must