Our Blog - Surety Matters

Marketing is about telling the story of what makes your company special, and while that seems obvious and straightforward enough, it’s actually easy to lose sight of your story while you are busy running the…
Read Moreabout Once Upon A Time…

Sure, every contractor wants to operate efficiently, but even with all the tech afloat, achieving efficiency remains elusive. It’s typical to find that just as we get one thing going well, another is off track….
Read Moreabout Getting The Desired Results: Efficiency!

Though not always true in life, socking away more money for retirement is very important for most participants in employee sponsored retirement plans, so it comes as good news that the annual contribution limits for…
Read Moreabout More Is Better

  With an infusion of public funding behind builds of all kinds around the country, many contractors are thinking with aspiration. Indeed, despite the challenges of labor and materials, the timing just may be right…
Read Moreabout Scaling Up?

  Across the country, local, state and federally-owned public buildings are in dire need of attention. Commitments and allocations are starting to add up, and contractors are digging in. Read on for examples of how…
Read Moreabout Time’s Ticking: Deferred Maintenance

  When seeking to maximize the benefits participants reap from a 401k, it’s easy enough for plan sponsors to identify positive-sounding marketplace innovations. Typically, what’s more difficult is making decisions and implementing changes, given the…
Read Moreabout Innovation and the 401k?

  Ideally, careful estate planning results in a valid will, and likely a trust too, as well as communication of intentions and designation of a fiduciary, such as an executor or trustee, to carry out…
Read Moreabout Timing’s Everything: Probate Disputes

One way or another, someone has to close out our affairs when we die, and this person is a fiduciary, with legal obligations to carry out duties in the best interest of the estate and…
Read Moreabout Professional Fiduciary?

  Small retirement accounts have been a big problem for a long time, as they tend to become forgotten and contribute to challenges related to missing participants, cash leakage, and, of course, sub-optimal participant outcomes….
Read Moreabout Help for Small Balance Accounts