Our Blog - Surety Matters

Typically, executing a will is associated with distributing the assets of the deceased to beneficiaries in accordance with the terms of the will. Although this is one of the important functions of the executor, assets…
Read Moreabout Executor Duties: Debts Before Distributions

  Establishing a revocable living trust helps you plan for your own needs as you age or decline in capacity, and arrange for the transfer of assets to the beneficiaries named in your trust agreement….
Read Moreabout Leave These Assets Out: Trusts

Due dates are fast approaching. Here is a helpful snapshot to make sure you are in compliance and avoid penalties. Get the scoop on efficient, effective and affordable cyber and fiduciary liability protection designed especially…
Read Moreabout Upcoming Deadlines for Plan Sponsors

  Yes, the failure of retirement plan fiduciaries to act can result in an Employee Retirement Income Security Act (ERISA) fiduciary breach lawsuit. For example, a class action lawsuit could accuse fiduciaries of failing to…
Read Moreabout Failure to Act?

Meta what? As most of us scramble to leverage current technology to improve our businesses and lives, some experts are thinking forward about the implications of technology on the work of sponsoring and administering retirement…
Read Moreabout Predictions: Enhanced Transparency?

Containers come in. Containers go out. That’s the role of ports. Unfortunately, the bridge and depth limitations of aging ports across the country make it hard, if not impossible, for large, modern container ships to…
Read Moreabout Port and Waterway Construction: Growth!

  Licensed contractors are in big demand for home renovation work of all kinds across the country. With more families continuing to spend more time at home then ever before, living needs and the use…
Read Moreabout Business Is Booming: Home Renovation Contractors

  Are the funds carefully being invested into retirement accounts every pay period producing a return? Statistics on the average balances in 401(k) plans at the end of 2021 indicate: yes! Balances are up. Additionally,…
Read Moreabout Retirement Plans: How Are We Doing?

  Pandemic fatigue is a given. Now, it seems, many workers are experiencing decision making fatigue—and it follows them to work. Although surveys among retirement plan participants indicate a relatively high level of confidence related…
Read Moreabout Decision Making Fatigue?