Our Blog - Surety Matters

Good news still happens, and sometimes in very unexpected ways, as folks in Hinsdale, New Hampshire learned, upon the death of Geoffrey Holt, a long time resident, who lived in a mobile home park. When…
Read Moreabout Heartwarming Estate Plan

The changes on the recently released Form 5500, for use when reporting on 2023, are significant. Expert analysis concludes that successive revisions to Form 5500 are sharpening its use as a tool for oversight and…
Read Moreabout Form 5500 Updated For 2023 Reporting

Change is in the air, and toward attracting and retaining employees, plan sponsors are busily expanding traditional company retirement plans to include financial advice, emergency savings, loan repayment and more. Read on for ideas about…
Read Moreabout Predictions for Plan Sponsors: 2024

Floods, water infrastructure and the electrical grid are all in need of attention, and the federal government is investing an additional $6 billion to support this resilience work. Extreme Weather Requires Attention Though there has…
Read Moreabout Building Resilience: Climate Change

Remember all those images of ships lined up, waiting to enter ports and unload containers? Though that’s “yesterday’s news,” the infrastructure challenges to our supply chains did not magically disappear, which makes it great to…
Read Moreabout Capacity Building: Ports!

Winter, along with festivities, offers families time for quiet togetherness, which can be well used to make or update estate plans and communicate about them too. Though doing so may feel difficult, having the basics…
Read Moreabout Estate Planning: Tis The Season

Two real life stories underscore the importance of making plans for our assets before it’s too late. If we are lucky to have more money than we can spend in our lifetimes, our generosity can…
Read Moreabout Feeling Thankful–and Lucky?

As anticipated, the Department of Labor has released its proposed new fiduciary rule, which recommends redefining when “fiduciary status” is triggered for professionals who provide financial advice related to retirement savings. Serious legal challenges are…
Read Moreabout Stricter Fiduciary Standards?

Challenge. Change. Conflict. Disruption. Dissatisfaction. With these words playing out in the news every day, no wonder surveys are finding business owners more worried than ever about attracting and retaining talented employees. In fact, fear…
Read Moreabout Top Challenges for Business Leaders?