Our Blog - Surety Matters

  The terms associated with employer sponsored retirement plans can be confusing, causing fuzzy understandings to be passed around in the course of overseeing the plan. Be careful, though: the Employee Benefits Security Administration (EBSA)…
Read Moreabout Good To Know: Plan Terms

  There’s no such thing as merely sitting in on meetings when it comes to the high standards of ERISA. Each member of a retirement plan committee can be held personally responsible–financially–for errors and oversights….
Read Moreabout 401k Committee Member Vs Bump On The Log?

  Most construction business owners start their companies with a passion for building, and probably bring a particular area of expertise too. Makes total sense. Here’s the hitch though: successfully growing the business usually requires…
Read Moreabout New Year, New You? 

  Won a new project? Great—but, are you clear on the foreseeable risks? In particular, water damage claims have been on the rise, making water damage prevention strategies a must for all construction business owners,…
Read Moreabout Water Damage?

  Though record high numbers of women have been taking on construction jobs, they are still generally underrepresented in the field. As data continues to highlight painful shortages of skilled laborers, the imperative for diversification…
Read Moreabout Hiring, Training and Retaining: Women

  When setting up a trust as part of an estate plan, do not underestimate the responsibilities that will fall to the trustee designated to administer the trust. Serving as a trustee is not an…
Read Moreabout Understanding Trustee Responsibilities

  A life estate is an estate planning tactic that allows real estate to bypass the public process of probate. Essentially, the real estate is gifted directly to a “remainderman” after the “life tenant” dies….
Read Moreabout Is a Life Estate A Good Idea?

  Healthcare is top of mind for many workers, so it’s not surprising that the closer employees get to retirement, the more worried they are about the costs of healthcare.  That’s why it can make great…
Read Moreabout The 401k and Health Savings Plans?

  For sponsors of 401k plans, failure to take action when investments underperform can result in allegations of a fiduciary breach. Indeed, failure to properly monitor funds is the claim at the center of litigation…
Read Moreabout Ignoring The Signs?