Our Blog - Surety Matters

When a potential client comes to you with a challenging or unusual request, is your knee jerk response a polite version of “heck no?” Though it can indeed be a wise move to turn down…
Read Moreabout Problem or Opportunity?

As a retirement plan sponsor, you are hopefully well aware of ERISA lawsuits that are disrupting businesses, grabbing headlines, and setting precedent. While civil litigation continues to present risks for retirement plan sponsors, it is…
Read Moreabout Civil Violations: The Cost of Non-Compliance

As a retirement plan sponsor, hopefully you have access to wise and professional advice and services to assist you with the responsibility of stewarding the savings of your employees. Nonetheless, ultimately the responsibility for plan…
Read Moreabout Cryptocurrency in the 401K?

Yes, it is possible to contest a will or trust, based on validity, interpretation, or administration. However, though relations or friends may feel anger or disappointment about the plans made by a loved one who…
Read Moreabout Contesting An Estate Plan?

For many grandparents, the joy of grandchildren inspires a desire to leave “even a little something” behind for them. Indeed, monetary gifts, no matter how modest, can prove to be life changing. One way to…
Read Moreabout Grandchildren: Custodial Account?

Though ERISA does not require a committee for the company sponsored retirement plan, having a well trained and organized committee can contribute to prudent decision-making regarding plan administration, investment selection and oversight. A well-functioning committee…
Read Moreabout 401k Committee

One of the many provisions tucked into 2022’s massive SECURE 2.0 legislation is the option for employers to assist employees with student loan payments, by treating the payments as a contribution to the retirement plan,…
Read Moreabout Retirement Plan: Adding the Student Loan Match?

If you have children, you have hopes and dreams for them, and ideally, you’re also saving up for their needs as they grow. If something happens to you suddenly, who knows about your savings and…
Read Moreabout Protecting Children, Achieving Dreams

Even though estate planning is typically associated with arrangements for distributing assets upon death, it’s a wise idea to consider debts too. Financial obligations do not automatically evaporate when we die, and sorting out what…
Read Moreabout Estate Planning With Debt?