Our Blog - Surety Matters

  Retirement plan fiduciaries need to know that some of their communications with attorneys are protected by attorney-client privilege. In fact, when attorney advice is given to a plan fiduciary for the benefit of the…
Read Moreabout Attorney-Client Privilege?

  Benefit enrollment season is typically a period of high employee engagement, making it a great time for retirement plan sponsors to boost participation through education and information. Just keep in mind: while spotlighting opportunities,…
Read Moreabout Preparing for Open Enrollment?

  Lots of data points to how important retirement plans are to employees and businesses. Employer sponsor retirement plans are even more beneficial when the company provides a match–and a growing number of employers are…
Read Moreabout All Time High: Employer Contributions

  Failure to properly and promptly ensure employee contributions are remitted to the retirement plan is a serious problem. Although a very small fraction of employers have been found to have abused retirement contributions, the…
Read Moreabout Participant Contributions: Let’s Be Timely!

  For so many reasons, it’s important for every adult to have plans that address our care needs in the event of an emergency, as well as arrangements for our assets. Parents of minor children…
Read Moreabout Don’t Leave a Jigsaw Puzzle Behind: Estate Plan!

  When it comes to making arrangements to gift assets to relations, attorneys underscore the importance of clearly communicating intentions. This is true even if relationships have been strained and communicating requires courage: bad feelings…
Read Moreabout Better Than Litigation? Communication!

  According to the Pension Research Council, fewer women than men have retirement accounts, and plan sponsors across the country are taking notice and action. Recognizing that thriving businesses focus on recruiting and retaining a…
Read Moreabout Better For All?

  Even when solid procedures, paid experts, and great diligence are in play, mistakes get made in the sponsorship of retirement plans. It’s always best for plan sponsors to be proactive about identifying and attending…
Read Moreabout Sorry! Mea Culpa…

  As confidence in the possibility of a real retirement falls, and the number of us living longer lives rises, there’s a real possibility that more of us will need public help in our later…
Read Moreabout Too Much and Too Little? Medicaid Trusts