Our Blog - Surety Matters

Among the most frequent errors made by company-sponsored retirement plans is failing to deposit participant contributions on time. The best approach is to address such oversights proactively, and the recently updated Voluntary Fiduciary Correction Program…
Read Moreabout Oops? Make It Right

Navigating the lingo of company-sponsored retirement plans can feel like a maze, but understanding the basics of ERISA, the Employee Retirement Income Security Act of 1974, illuminates a lot. ERISA is a federal law that…
Read Moreabout ERISA and Retirement Plans?

While it might seem like a distant concern, every adult should consider how their assets will be managed and their care addressed in the event of a capacity decline. The older we get, the more…
Read Moreabout Time For Help? Elder Law Attorney!

Losing a civil court case can be a frustrating experience. Whether it’s a contract dispute, a personal injury claim, or a property disagreement, the feeling of injustice can be strong. Though the losing party may…
Read Moreabout Grounds for Appeal In Civil Cases

We all know a will is essential for distributing our possessions after we’re gone. It’s the legal document that dictates who gets what. But what about other things we want to pass on, like lessons…
Read Moreabout Ethical Will?

Navigating the appellate process can feel like entering a labyrinth blindfolded. The familiar landmarks of the trial court – witness testimony, evidentiary battles, and jury persuasion – fade into the distance, replaced by a complex…
Read Moreabout What To Expect: Appeals In Civil Litigation

  Yes, every business needs cybersecurity procedures–and establishing them is doubly critical for retirement plan sponsors. Fiduciary advisors stress that establishing a written cybersecurity policy with specific, actionable procedures, is not only best practice, but…
Read Moreabout Cybersecurity Procedures?

  Missing retirement plan participants–and the payments owed them–has been a hot button issue for the Department of Labor for years, with plan sponsors urged to put more attention into location efforts. Now, temporary guidance…
Read Moreabout Small Payments Owed To Missing Participants?

Your estate plan is more than just a stack of signed legal documents: it’s a powerful tool for shaping your family’s future. By thoughtfully designating your assets, you can provide for needs, support dreams, and…
Read Moreabout Meaningful and Impactful Gifting