Our Blog - Surety Matters

Before reggae legend Bunny Wailer, aka Neville O’Riley Livingston, died earlier this year at the age of 73, he had made a will and appointed co-executors. In the will, he named each of his thirteen…
Read Moreabout Bunny Wailer: Estate Conflict?

What happens when you add procrastination and misinformation together? For many of us, the combination equals failure to make an estate plan—and loved ones in disarray when we die. Estate planning experts have lots of…
Read Moreabout Get The Facts: Estate Planning?

Although there is still a final hurdle to clear, involving the purchase of land, there’s growing optimism that one of New York City’s most ambitious green infrastructure efforts is poised for take-off. The project? Daylighting…
Read Moreabout Green Infrastructure for The Bronx?

Construction challenges on the Beltway 8 bridge over the Houston Ship Channel are illustrative of the problems involved in completing large-scale infrastructure improvements on time—and on budget across the country. You’re not alone if you…
Read Moreabout Bridge Over Troubled Waters?

  To encourage retirement plan fiduciaries to bring plans into compliance with the Employee Retirement Income Security Act (ERISA), the Employee Benefits and Securities Administration(EBSA) administers the Voluntary Fiduciary Correction Program (VFCP). In 2021, the…
Read Moreabout ERISA Law: Correcting Violations?

  That’s what retirement plan sponsors across the country need to be asking their plan administrators about this quarter. Why? The 2019 Secure Act mandated that participants receive two illustrations, at least once each year,…
Read Moreabout Income Illustrations?

  Suddenly, it seems, shortages, delays and disruptions have become part of our daily lingo. Of course the reality is that our infrastructure and capacity issues have long needed attention. The federal infrastructure package has…
Read Moreabout $17 Billion: Port Infrastructure

  The scale, scope, and complexity of infrastructure challenges in need of attention across the country has upped the imperative for advancing the use of technology. Industry experts observe that the integration of technology and…
Read Moreabout Construction and Technology?

Form 5500? Experts remind retirement plan sponsors that they have “two masters”: the Department of Labor (DOL) and the Internal Revenue Service (IRS). While the Department of Labor oversees compliance with ERISA, the IRS polices…
Read Moreabout Form 5500?