Our Blog - Surety Matters

  Yes, every business needs cybersecurity procedures–and establishing them is doubly critical for retirement plan sponsors. Fiduciary advisors stress that establishing a written cybersecurity policy with specific, actionable procedures, is not only best practice, but…
Read Moreabout Cybersecurity Procedures?

  Missing retirement plan participants–and the payments owed them–has been a hot button issue for the Department of Labor for years, with plan sponsors urged to put more attention into location efforts. Now, temporary guidance…
Read Moreabout Small Payments Owed To Missing Participants?

  The construction industry is tough. You’re juggling bids, materials, labor, and a million other things. But for many business owners, the biggest challenge of all is keeping a steady flow of cash coming in….
Read Moreabout Don’t Get Hammered: Cash Management Woes?

In the continued effort to breathe new life into roads, bridges, airports and other vital transportation infrastructure across the country, nearly $9 billion in federal funds was recently authorized and is headed out to states….
Read Moreabout Public Builds: Bid Time?

Your estate plan is more than just a stack of signed legal documents: it’s a powerful tool for shaping your family’s future. By thoughtfully designating your assets, you can provide for needs, support dreams, and…
Read Moreabout Meaningful and Impactful Gifting

Estate plans need to be carefully reviewed and updated at least every 3-5 years, and more frequently if life is bringing changes. For example, do the people you designated for key roles like power of…
Read Moreabout Is Your Estate Plan Up To Date?

  ERISA, the Employee Retirement Income Security Act of 1974, doesn’t require employers to offer a retirement plan, but it does set strict rules for those that do. Given the responsibility of safeguarding employee retirement…
Read Moreabout ERISA: Know the Rules, Avoid the Risks

  To say that a retirement plan sponsor must take fiduciary obligations seriously is to state the obvious. Here’s the thing though: we can’t stop at mere compliance. Longer lives and higher costs of living…
Read Moreabout Going The Extra Mile?

  With good reason, major assets, like bank and investment accounts, as well as real estate, tend to get lots of attention during estate planning, but it’s wise to think about accumulated personal possessions too….
Read Moreabout Prized Possessions and Estate Plans