Our Blog - Surety Matters

The changes on the recently released Form 5500, for use when reporting on 2023, are significant. Expert analysis concludes that successive revisions to Form 5500 are sharpening its use as a tool for oversight and…
Read Moreabout Form 5500 Updated For 2023 Reporting

Change is in the air, and toward attracting and retaining employees, plan sponsors are busily expanding traditional company retirement plans to include financial advice, emergency savings, loan repayment and more. Read on for ideas about…
Read Moreabout Predictions for Plan Sponsors: 2024

Winter, along with festivities, offers families time for quiet togetherness, which can be well used to make or update estate plans and communicate about them too. Though doing so may feel difficult, having the basics…
Read Moreabout Estate Planning: Tis The Season

Two real life stories underscore the importance of making plans for our assets before it’s too late. If we are lucky to have more money than we can spend in our lifetimes, our generosity can…
Read Moreabout Feeling Thankful–and Lucky?

As anticipated, the Department of Labor has released its proposed new fiduciary rule, which recommends redefining when “fiduciary status” is triggered for professionals who provide financial advice related to retirement savings. Serious legal challenges are…
Read Moreabout Stricter Fiduciary Standards?

Challenge. Change. Conflict. Disruption. Dissatisfaction. With these words playing out in the news every day, no wonder surveys are finding business owners more worried than ever about attracting and retaining talented employees. In fact, fear…
Read Moreabout Top Challenges for Business Leaders?

Wisely, given the complexities, it’s common for employers to outsource the services and administration of the company sponsored 401k. Despite these arrangements, however, it’s important for plan sponsors to understand that ERISA responsibilities–and liabilities–can never…
Read Moreabout Outsourcing Fiduciary Responsibilities?

One way plan sponsors demonstrate the duty of prudence under the the standards of ERISA law is to regularly benchmark the 401k’s service providers and fees. This can be time consuming, but artificial intelligence is…
Read Moreabout AI and The Duty of Prudence?

Although it can be said that every type of trust has a purpose, in that it exists to accomplish the goals of the trustor who established it, not every trust is actually a purpose trust….
Read Moreabout Purpose Trusts?