Our Blog - Surety Matters

  Allegations of ERISA law violations continue creating disruption and expense for retirement plan fiduciaries, including plan sponsors, across the country. Here’s a sampling of the kinds of claims that are winning cases for retirement…
Read Moreabout Tis The Season: Allegations Are Costly

Heading into 2021, plan sponsors were encouraged to improve retirement outcomes for workers by making retirement account portability easier. With increased disruption and shift in the workforce, facilitating retirement portability can make a huge difference….
Read Moreabout There’s Still Time: 2021’s Resolutions?

As workforce challenges impact big and small construction businesses, industry experts share their latest efforts to diversify, attract and retain talent. Time is of the essence as the field scrambles to gear up for the…
Read Moreabout Gaping Hole: Builders, Please

  Slated to begin in 2022, construction on I-495 will extend the expressway in Virginia by two and a half miles, adding connections to both Dulles International Airport and the George Washington Memorial Parkway. With…
Read Moreabout Next Up for I-495?

Identity Protection: Using Video To protect retirement accounts from fraudulent withdrawals, at least one service provider, BPAS, is implementing the use of live video to validate participant identity on some transactions. How might stepped up…
Read Moreabout Identity Protection: Using Video

  Head’s up for plan sponsors: Enhanced audit requirements go into effect on December 15. Aimed at reducing the deficiencies of limited-scope audits, the new audit standard requires a written report from plan sponsors, attesting…
Read Moreabout Audit Changes: Written Reports

  Simply stated, inheritance litigation occurs when there is conflict over how the assets of someone who dies are distributed. Legal experts offer examples as well as some common reasons for litigation—and how to avoid…
Read Moreabout Understanding Inheritance Litigation

Probate: True or False? There tends to be a lot of confusion about what happens during the probate process. Simply put, probate makes our affairs public when we die, with the court supervising the distribution of…
Read Moreabout Probate: True or False?

Legal experts address the fears that hold many families back from putting estate plans in place, providing encouragement and information to help jump-start the effort. Remember, almost everyone has an estate and thoughtful planning, even…
Read Moreabout Estate Planning: Proceed!