Our Blog - Surety Matters

  Retirement plan sponsors are encountering some confusion about the Department of Labor’s updated filing rules for Form 5500. Specifically, a question has arisen about how participants are counted to determine whether or not an…
Read Moreabout ​Form 5500: Participant Count?

  When it comes to internet crime, the FBI says that the biggest financial losses to businesses are now coming from email compromise attacks. Given the plethora of stolen credentials available on the dark web,…
Read Moreabout Topping The FBI List: Email Attacks

Among the buzzwords of the moment in construction circles, digitization dominates. If you have a sense it has something to do with tech, but are not quite sure what that means for your construction business,…
Read Moreabout In The Know: Digitization?

  Green building projects used to come with the reputation that sustainability came at a price: reduced profitability. Increasingly, contractors are finding that this is no longer the case—it is indeed possible to succeed financially…
Read Moreabout Sustainable and Successful

  The latest statistics about the Department of Labor’s investigatory and recovery efforts on behalf of retirement plan participants demonstrate that fiduciary failures come at a tremendous cost to plans, participants and beneficiaries. A major…
Read Moreabout Funds Recovered: Enforcement!

Settlements continue to pile up as a way to bring excessive fee lawsuits against retirement plan sponsors to closure. Though admitting no wrong, employers find that the  disruption and costs associated with defense—and the uphill…
Read Moreabout Failure To Shop Around?

  A year round strategy for taxes is the best way to move a contracting business forward. That’s the advice of experts who point out that deferring income, a typical tactic to reduce tax payments,…
Read Moreabout Benefiting From Tax Season?

  All around us we can see, in real time, how artificial intelligence (AI), the Internet of Things (IoT) augmented/virtual reality (AR/VR) and interconnected equipment are changing our lives. Analysts say technology’s coming for construction…
Read Moreabout Tech Talk

  Simply put, an estate is the sum total of everything we own. Planning for what becomes of our assets—aka estate planning, makes sense for everyone, ensuring affairs are in order for loved ones, and…
Read Moreabout What Exactly Is An Estate?