Our Blog - Surety Matters

  That’s what retirement plans are receiving from the Department of Labor (DOL). Given the stepped up expectations on cybersecurity over the past year, scrutiny of policies and practices is becoming part of the investigation…
Read Moreabout Subpoena: Cybersecurity Records Please

Here’s a reality no one likes to talk about: when a loved one dies, as if working through grief is not enough, there’s a lot of other work to be done. In addition to the…
Read Moreabout Death In The Family? Practical Advice

  No one wants to think about living with Alzheimer’s. Sadly, a growing number of people and their families have no choice but to make big shifts in their lives, as they cope with the…
Read Moreabout Alzheimers? Consider a Trust

  Although most of the funding from the Infrastructure Investment and Jobs Act (IIJA) has not yet kicked in, funds from 2021s American Rescue Plan (ARP) is in use for a wide variety of public…
Read Moreabout Public Funds Flowing?

  It could happen. After years on the planning table, a high-speed train line connecting Las Vegas and Los Angeles might see daylight—and soon. Builders say the $8 billion dollar construction could even start in…
Read Moreabout Zipping Along: From Desert To Ocean?

In Missouri the Circuit Court’s Probate Division oversees the distribution of assets after a death. If there is a will, assets are distributed accordingly, after debts are paid. If there is no will, Missouri’s intestacy…
Read Moreabout Missouri: Probate and Personal Representatives?

An Illinois probate court is trying to sort out who has the rights to the estate of outsider artist Henry Darger—and has so far found “lots of holes” in the court documents. When Darger, died…
Read Moreabout Lots of Holes: The Estate of Henry Darger

  Plan sponsors are obligated to ensure participants receive their benefits on schedule. This includes following the Department of Labor’s guidance for arranging for missing participants to receive their requirement minimum distributions. Failure to make…
Read Moreabout Missing Participants and Minimum Distributions?

The American Bar Association (ABA) advises retirement plan sponsors and administrators to pay more attention to cybersecurity. Specifically, sponsors and other fiduciaries are urged to heed the expanding body of litigation occurring at the intersection…
Read Moreabout Intersecting: ERISA Law and Cybersecurity