Our Blog - Surety Matters

  Most plan sponsors want the assets of retired workers to stay in the plan, but why would workers want to keep their assets with a former employer? Experts say it’s not rocket science: just…
Read Moreabout Keeping Assets In Plan: Rocket Science?

  Improper use of the ERISA Budget Account associated with an employer sponsored 401k plan, even if merely a mistake, is a fiduciary failure which can lead to investigations, penalties, and criminal charges brought by…
Read Moreabout Proper Use of the ERISA Budget Account

  Unfortunately, the death of a relative or friend can bring about unexpected reactions from beneficiaries–some of which can cost the estate a good deal of money, resulting in losses for other beneficiaries. Fortunately, in…
Read Moreabout Litigious Beneficiary

  Though separating from a partner is never easy, the rise of “gray divorce” feels particularly saddening. Whether driven by a lifetime of dissatisfaction or pain, or triggered by a recent disappointment, gray divorce is…
Read Moreabout Gray Divorce: Estate Plan!

  Plan sponsors have always had a lot to juggle but lately the juggling has gotten harder. If you are feeling the stress, you are not imagining it: the scurry around SECURE 2.0, pending new…
Read Moreabout Juggling Act?

  Here’s a scary reality: cyber criminals are using ChatGPT to up their game. In fact, novices are even using ChatGPT to write malware. Phishing emails? Yes, ChatGPT is writing those too. Cybersecurity experts remind…
Read Moreabout Cyber Threat Acceleration: ChatGPT

  Navigating labor shortages is not new for contractors, but public dollars for builds is adding to the squeeze. Industry experts observe that thriving businesses distinguish themselves by concentrating on important operational adjustments. Read on…
Read Moreabout Short of Workers?

  Where our minds go, energy flows, right? With all the public building going on around the country, winning a bigger build is now a real possibility for hungry contractors. Take inspiration from these recently…
Read Moreabout Big Builds

  A recently filed ERISA lawsuit underscores a scary reality: essentially anyone, and everyone, involved in the management and administration of a retirement plan can be personally named in the allegations. In addition to sweeping…
Read Moreabout Anyone–and Everyone: ERISA Lawsuits