Our Blog - Surety Matters

Perhaps not surprisingly, employees are often more concerned with accomplishing their tasks quickly, than with workplace cybersecurity. As a result, many, knowingly or not, are going around “cumbersome” cybersecurity protocols. Use of unapproved apps and…
Read Moreabout Productivity Vs Cybersecurity?

  As fiduciaries, plan sponsors must take an active role in overseeing the plan, even when outsourcing. Here are examples of best practices for plan sponsors related to keeping all participants engaged and informed, avoiding…
Read Moreabout Best Practices for Retirement Plan Sponsors

  If you’ve made an estate plan, good for you: you’re ahead of many people in gifting your family (and yourself) with peace of mind. However, keep in mind, estate planning is not a “once…
Read Moreabout Updating Estate Plans: A Checklist

  Under the eyes of the law, trusts are separate and unique entities, and this is why they are incredibly useful estate planning tools. Trusts can be set up to accomplish a variety of goals….
Read Moreabout Trusts: Separate and Unique Entities

  As incidents of extreme weather continue to make news around the country, it’s clear that many of our surface transportation systems are not up to the challenge. Increasing resilience in the face of everything…
Read Moreabout Extreme Weather: Transportation Resilience

  Are they all gone? Yes, no, maybe? While it’s true that dream sites on untouched land are scarce, that doesn’t mean there are no good building sites available. It does make it increasingly worthwhile to…
Read Moreabout Good Building Sites?

  Creating a will is an important way to organize affairs and prevent loved ones from having excess stress when we die. At the time a will is made, a trusted individual is designated to…
Read Moreabout Executing A Will: Duties Explained

  As Baby Boomers transfer trillions to younger generations, there are many decisions to be made, not just about what estate planning tools to use (wills or trusts) but about fundamentals, like whether to make…
Read Moreabout Wealth Transfer: OutRight Or In Trust?

  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