Our Blog - Surety Matters

  Although both retirement plan participants and sponsors have worries about  retirement plans, neither expect to make substantial changes to contributions this year. According to Ubiquity’s State of the Industry survey, fear of not having…
Read Moreabout Stressed But Sticking With The Plan

  Yes, it’s true. Some costs are trending down—and that includes investment fees for retirement plans: they have been declining over the past six years. 2022 was no exception. Explore the trend, and pause to…
Read Moreabout Good News: Fees Dropping

  Despite widespread communication efforts on password safety, most of us remain sloppy, preferring patterns and words that are easy to remember over best practices in password hygiene. Techies say help is on the way…
Read Moreabout Passkeys To The Rescue?

  The assets left behind when a retirement plan participant dies must be properly administered. This requires remaining abreast of the “life status” of participants and connecting with beneficiaries accordingly. Though monitoring death is no…
Read Moreabout Life Status: A Fiduciary Obligation

  Setting up a trust can be a very helpful way to put plans in place for our assets—and future care needs too. Experts remind us, however, that trusts are not a magic wand for…
Read Moreabout Trusts Require Careful Decisions

  Whether you have a little or a lot to gift to your favorite organization or cause, you can arrange to do so via either a will or a trust. Though charitable giving is possible…
Read Moreabout Charitable Giving: Will vs Trust?

  The construction industry is changing and there are many tangible signs of progress to be celebrated. Experts share highlights, and remind us of the helpful role data and technology play in achieving positive—and profitable—outcomes….
Read Moreabout Progress: Green Building and Technology

  These are the predictions of analysts based on a new global construction report from Linesight. Overall, although it is anticipated that the construction industry will experience contraction from 2023-2026, expectations remain high that public…
Read Moreabout Inflation Cooling But Material Costs Rising

  When you open a bank account, or participate in the company sponsored retirement plan, you most likely named a beneficiary. Good news: in essence, you’ve already begun your estate plan. Keep going with these…
Read Moreabout You Probably Already Started…