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Contract Surety 06.29.2023

What Did You Say? Change Order Disputes!

  Disputes are bad for business–obviously. Nonetheless, sometimes avoiding them is easier said than done in the contracting business. Insiders share tips on preventing shifting plans from spiraling into costly and disruptive disputes.   Stop…
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What Did You Say? Change Order Disputes!
ERISA 06.29.2023

Prediction: More Cybersecurity Lawsuits

  For plan sponsors, increased cyber threats to the retirement accounts of plan participants bring a rising risk of allegations of fiduciary breaches. Experts stress that to prevent “catastrophic results,” plan sponsors need to monitor…
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Prediction: More Cybersecurity Lawsuits
ERISA 06.29.2023

Missing Participants? Document The Search

  Regulators at both the IRS and the DOL have been urging increased effort to address the challenge of missing participants and distribute benefits on schedule. Experts remind plan sponsors that diligent action is insufficient:…
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Missing Participants? Document The Search
Court Bonds 06.22.2023

Residuary Estate?

  After the expenses of an estate are paid, and the assets specified in wills and trusts distributed, what remains unaccounted for is referred to as the residuary estate.  Books, furniture, jewelry, and other household…
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Residuary Estate?
Court Bonds 06.22.2023

Ready or Not…

  Unlike those running and hiding games we play in our youth, illness, capacity declines and death are real. Rather than avoiding them, estate planning is best–for the good of our own selves and everyone…
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Ready or Not…
Contract Surety 06.22.2023

Mini Excavators: Rent or Buy?

  Size, versatility and endless attachment options make mini excavators a go to for many contractors. Nonetheless, the “rent or buy” decision making can be head scratching. Business plans, emergent opportunities, the lure of shiny…
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Mini Excavators: Rent or Buy?
Contract Surety 06.22.2023

Roller Coaster Ride: Material Costs

  Though the pandemic related disruptions and associated rising costs of materials peaked in 2022, analysts recommend contractors “keep their seatbelts fastened,” as demand is likely to make estimating material costs feel like a  roller…
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Roller Coaster Ride: Material Costs
ERISA 06.22.2023

Educational Policy Statement: Required?

  It’s certainly an understatement to say that attending to the high standards of ERISA results in plenty for retirement plan sponsors to take responsibility for. Fortunately, an Educational Policy Statement (EPS) is not a…
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Educational Policy Statement: Required?
ERISA 06.22.2023

Retirement Funds: Performance vs ESG

  As protocols for environmental, social and governance (ESG) investment options continue to be murky, a new class action complaint puts the spotlight on the fiduciary duty of prudence. Essentially, this latest class action lawsuit…
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Retirement Funds: Performance vs ESG