Our Blog - Surety Matters

  Poor password practices and other careless habits among retirement plan participants contribute to the cybersecurity threats—and breaches—occurring to retirement accounts. Though plan sponsors cannot of course control participant behavior, they must exert diligence in…
Read Moreabout Careless Participants?

  How much do you need to save to achieve your monthly budget for retirement? This question exemplifies how traditionally, retirement planning tools rest on an assumption that somehow, magically, once we retire, our expenses…
Read Moreabout Needs, Wants and Wishes Too

  Who is going to tackle the work of rebuilding in Florida after Hurricane Ian? That’s a question on a lot of minds—and not just in Florida. As storms of every kind continue to surprise…
Read Moreabout Stormy Weather

  We can make predictions about inflation, slow downs and recession all we want, but at the end of every day, week and month, things still have to get built, right? Whether it’s time to…
Read Moreabout Things Still Have To Get Built

Understandably, retirement plan sponsors rely on their record-keeping service providers to stay on top of a lot—including hundreds of rules. However, even with great effort, recordkeepers make mistakes, so plan sponsors are advised to remain…
Read Moreabout Stay Alert:Recordkeepers

It makes good sense for retirement plan sponsors to contract with an investment professional for guidance on the plan. Unfortunately, many plan sponsors are unclear on what, if any, fiduciary responsibilities the investment professional is…
Read Moreabout Investment Professionals: What’s The Deal?

  Though times are challenging in many ways, public agencies at the local, state and federal levels are making funds available for important builds big and small. Of course there are regulatory challenges involved in…
Read Moreabout Go Time?

  Most contracting companies employ about 20 workers—maybe even fewer. Among the challenges all owners must ultimately figure out is the question of what to do with the company when it’s time to retire. Experts…
Read Moreabout Contractor Business? Succession Plan!

  If you are proactively creating a plan for what ultimately happens to your assets and other valuables you care about, good for you! Your loved ones will be so thankful to have less to…
Read Moreabout Estate Planning: Don’t Forget…