Our Blog - Surety Matters

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!

  Yes! When a trust is created, the trustor (or grantor) names a trustee to administer the assets in accordance with their wishes. Trustees are fiduciaries—held to the highest duty of care in executing their…
Read Moreabout Are Trustees Fiduciaries?

  Alleging a variety of ERISA violations, the former participants of a KPMG 401(k) plan are suing the company—and the plan fiduciaries. The complaint has been filed in U.S. District Court in Newark, New Jersey,…
Read Moreabout ERISA Violations?

  Making guaranteed lifetime income options more readily available through 401(k) plans is a list topper for plan providers—and employers— these days. Here’s why—and an example of how Blackrock is proceeding.   Guaranteed Lifetime Income?…
Read Moreabout Decisions, Decisions: Annuities?

  Across the country, more and more women are making it: whiskey. Science finds that women have a nuanced sense of smell—a big asset when assessing fermentation. Mentors are opening doors and entrepreneurial success stories…
Read Moreabout Trending Now: Whiskey Business

  As we begin to enjoy live sports and music again, brand new arenas welcome us in, with innovations aimed at protecting us and the environment. What could be more fun then a newly renovated…
Read Moreabout Building For The Home Team

  The Federal Bureau of Investigation reports a 69% spike in cybercrime complaints from 2019-2020. Financial losses totaled over $4 billion. As the techniques deployed by cybercriminals are becoming more sophisticated, retirement plan recordkeepers are…
Read Moreabout Cybercriminals: Sophisticated Techniques

Although ERISA does not require retirement plan committees, having the help of experts can contribute to decisions that are made prudently, in the best interests of participants and beneficiaries. Follow this expert guidance to ensure…
Read Moreabout Committee Agenda?