Our Blog - Surety Matters

  As 2021 ends, new insights into how the pandemic has impacted retirement savings are emerging. A study by recordkeeper Empower Retirement provides insights based on a study with about 4 million retirement plan participants….
Read Moreabout Pandemic’s Impact on Retirement Saving?

  The storm of lawsuits alleging violation of Employee Retirement Income Security Act (ERISA) fiduciary duties continues to push plan sponsors into settlement negotiations. Though costly, settling before trial frequently ends up becoming more appealing…
Read Moreabout Challenging Times for Plan Sponsors

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