Our Blog - Surety Matters

  When you agree to serve as the fiduciary responsible for the affairs of a friend or relation upon their death, be aware that some drama could crop up, especially if there is no estate…
Read Moreabout Probate Drama: Surprise?

  Creating a will is a great way to ensure assets and treasures, be they few or many, end up where we want them to—with designated loved ones, friends or charities. Be careful though: what…
Read Moreabout Contingent Beneficiaries?

  In our daily lives we are becoming more and more accustomed to “automatic everything.” With this in mind, though some plan sponsors are fearful that stepping up auto-escalation could deter participation, industry experts point…
Read Moreabout Go Ahead: Escalate!

  Plan sponsors play a critical role in getting Gen Z employees off to a great start on both retirement savings and overall financial wellness. Toward that end, being a trusted source of information, and…
Read Moreabout Retirement Intel for Younger Employees

  Fact of life: families change—and so do the needs of the individuals in them. Accordingly, financial plans, accounts, documents, named beneficiaries and appointed fiduciaries must be reviewed and adjusted periodically in order to keep…
Read Moreabout Complex Family? Estate Plan!

  Born between 1997 and 2012, members of Gen Z are the first generation to have grown up with smart phones and social media embedded in their lives. They are generally thought to be financially…
Read Moreabout Gen Z Beneficiaries?

  Some of us may be unorganized in our approach to the management of personal finances—and that is no one’s business but our own. However, when it comes to serving as a retirement plan sponsor,…
Read Moreabout Unorganized? Get a Grip!

  What’s 12.5% of 60 million? A lot—and that’s the approximate number of retirement plan participants who have outstanding loans against their savings. ERISA experts point out that “a lot” also represents the administrative errors…
Read Moreabout Retirement Plan Loan Errors

  While it is important for everyone to have a plan for aging, those embarking on the journey alone—sojourners—arguably need to be the most proactive about putting plans in place. Perhaps the most challenging aspect…
Read Moreabout Aging Solo? Appoint A Fiduciary