Our Blog - Surety Matters

  Regulators at both the IRS and the DOL have made it clear that retirement plans must double down on efforts to prevent missing participants so that benefits can be distributed on schedule. Read on…
Read Moreabout Missing Participants: Catch Up!

  Let’s face it: the term can be confusing—and the responsibilities are daunting when it comes to having a fiduciary role related to company sponsored retirement plans. Financial experts point out that repeated attempts by…
Read Moreabout Fiduciary?

  Among the litany of provisions built into the Secure 2.0 Act are changes related to Required Minimum Distributions (RMDs). With the overarching emphasis on helping workers accumulate more savings for older age, Secure 2.0…
Read Moreabout Changes: Required Minimum Distributions

  Lately, there’s been a lot of buzzing about the importance of benchmarking the investments and fees associated with company sponsored retirement plans. While it is indeed obligatory to be vigilant about performance and fees,…
Read Moreabout An Ounce of Prevention: 401k Compliance

  Nonresidential construction starts are paving the way forward in the construction industry. Although residential construction has been flat, infrastructure and commercial building are giving builders reason for optimism amidst the buzz about the softening…
Read Moreabout Positive Momentum

  Construction industry economists remind builders that federal funds are flowing along to state and local authorities, making publicly financed projects the place for builders to be. Read on for an overview of public funding…
Read Moreabout Publicly Funded Builds

  When creating a will or trust, of course it is important to make decisions about the future of tangible assets like money and property. Attorneys now remind us that we have to consider our…
Read Moreabout Wills, Trusts and Digital Assets

  The creation of a trust is a big lift and an increasingly important step toward arming our loved ones with a solid estate plan. Attorneys remind us that once a trust and estate plan…
Read Moreabout Updating A Trust Agreement

  Increasingly, people are recognizing the value of establishing trusts as part of their estate plans. When it comes to designating a fiduciary to administer the trust, it is typical to turn to a close…
Read Moreabout Considering a Professional Trustee