Our Blog - Surety Matters

  Yes, that’s an item for the to-do list when a loved one dies, though it’s not likely to be high on anyone’s radar when the time comes. Sadly, “I didn’t know…” is a frequent…
Read Moreabout Changing the Name on Utility Bills

  Ideally, while we have the ability to do so, making a will, appointing an executor, and communicating plans with loved ones ends up being helpful in more ways then we even imagine. Unfortunately, sometimes…
Read Moreabout Invalid Will? Red Flags

  Escalating lawsuits and costly settlements are driving up the price of critical insurance coverages for retirement plan sponsors and other fiduciaries. Nonetheless, ERISA law experts stress the importance of securing both fiduciary and cyber…
Read Moreabout Affordable Fiduciary and Cyber Liability Insurance?

ERISA law experts remind us that the Department of Labor has robust investigatory resources dedicated to the pursuit and curtailment of fiduciary breaches and prohibited transaction rules. Amidst major enforcement priorities and projects, compliance basics…
Read Moreabout Retirement Plans: Active Enforcement?

School Building Trends As office buildings evolve with a focus on well-being, flexibility and collaborative possibilities, educators and school builders across the country are concluding that traditional school buildings need a massive re-think too. Here…
Read Moreabout School Building Trends

  With bridges throughout the country reminding us they are in desperate need of attention, drivers crossing between Tampa and St. Petersburg on the existing Howard Frankland Bridge have front row seats to the adjacent…
Read Moreabout ​Bridging Toward The Future

  Remember 2019? Way back then, the SECURE Act mandated retirement plans to provide lifetime income projections to help participants understand their savings. What’s expected now?  How is the retirement industry gearing up—and how’s it…
Read Moreabout Income Projections: On Track?

Investment Choices: Up To Participants? No! The fiduciary responsibilities of retirement plan sponsors don’t stop with offering varied investment options and hoping participants get good results. Fiduciaries must exercise prudence with the options offered—and continuously…
Read Moreabout Investment Choices: Up To Participants?

  With more estate planning techniques and insights becoming more widely available, it’s more possible then ever to look out for your family, though it’s estimated that two out of three Americans still have not…
Read Moreabout Military? Plan for Your Family