Our Blog - Surety Matters

  It’s common for government agencies to require professionals from different fields to obtain a license bond as a requisite toward licensure. Read on for everything you need to know about license bonds, from the…
Read Moreabout License Bonds Explained

Security leaders are advising businesses to tighten up basic cybersecurity practices and protocols, observing that malicious actors are exploiting fundamentally weak controls to break into businesses and wreak havoc with data and accounts.   Welcoming…
Read Moreabout Weak Controls: Threat Actors Welcome

  Even if the magnitude and omnipresence of cyber threats has had you and your small business frozen like a deer in the headlights, you can get up to speed with expert advice and practical…
Read Moreabout Cybersecurity: Deer In The Headlights?

  Much about leaving the pandemic behind remains unclear, but new certainties are taking hold in workplaces. With survey data showing that as many as 82% of business leaders are embracing the new norm of…
Read Moreabout Cybersecurity and Hybrid Workplaces?

  Amidst the housing affordability crisis across the country, thoughtful planning for what becomes of our homes when we die has the potential to generate a spiral of good for our families—and even our wider…
Read Moreabout Aging In Place: Estate Planning

  Making it easier for employees to bring their retirement savings along when they shift jobs obviously benefits them. Because it reduces the fiduciary risks associated with missing participants and auto cash-outs, facilitating portability also…
Read Moreabout 401k Auto Portability Benefits Everyone

  Many retirees opt to spend their late years in sunny Arizona—even if that means forgoing a local family support network. Recognizing this, Arizona probate courts appoint fiduciaries to serve as personal representatives, or even…
Read Moreabout Public Fiduciary Explained

  As part of its intense focus on retirement security, Congress is considering new two-pronged legislation. If it passes, retirement industry experts anticipate that plan sponsors might face more trips to court stemming from fiduciary…
Read Moreabout Head’s Up: Amended ERISA Legislation?

  Infrastructure has become such a buzzy word that it’s easy to lose sight of how the presence of a strong infrastructure enables our everyday lives. In celebration of “United for Infrastructure,” leadership of the…
Read Moreabout Infrastructure In Real Life?