Our Blog - Surety Matters

  Booked solid. Got your dream team working for you. Cash flow solid. Profits on target. These are all signs of success in your contractor business—but pros say, don’t let these milestones make you complacent:…
Read Moreabout Complacent Vs Successful?

  For retirement plan sponsors, a better question is whether they have been diligent or not, as judged by the high standards of ERISA. Shortcomings can not only be found by the Department of Labor…
Read Moreabout Naughty or Nice? 

ERISA Fidelity Bonds are a requirement of the U.S. Department of Labor for the protection of company sponsored retirement plans. All individuals with a role in handling the company sponsored retirement plan, must, by law,…
Read Moreabout ERISA Bonds Made Simple

  Employers who sponsor retirement plans are by definition fiduciaries under the high standards of ERISA law–and therefore open targets for lawsuits. While it is impossible to eliminate their risks, sponsors can take steps to…
Read Moreabout Mitigating ERISA Litigation Risks

  Thinking into the year ahead, plan sponsors across the country are looking at expanding investment lineups, maximizing services and enhancing participant education. According to the 2024 Morgan Stanley Retirement Plan Survey, these are the…
Read Moreabout 2025: Plan Sponsors Strategies 

  Construction business owners need to be where the action is, but scatter-shot effort rarely pays off. Still, it’s dangerous to be a sitting duck as business in some sectors slows down and even dries…
Read Moreabout Diversifying The Business?

  Running a construction business is not for the faint of heart. Success requires a careful balance of precise decision-making, innovation and ambition. Read on for inspirations from successful start-ups and practical pointers for enduring…
Read Moreabout Entrepreneurial Inspirations

  The possibility of living a longer life than previous generations makes it more important than ever to thoughtfully map out care and financial plans and scenarios. In fact, estate planning now goes way beyond…
Read Moreabout Safety Net for Older Age?

Reducing worry, protecting loved ones, being prepared in case of our own incapacity…All of these are good reasons to make an estate plan when life is going well. Still, however, most of us procrastinate. Here…
Read Moreabout Procrastinating? Estate Plan Motivation