Our Blog - Surety Matters

  When inspiring those we care about to achieve life goals is an important consideration during estate planning, establishing an incentive trust might be the way to go. Read on for an overview of incentive…
Read Moreabout Incentive Trusts: If You Do This…

  Retirement plan sponsors are encountering some confusion about the Department of Labor’s updated filing rules for Form 5500. Specifically, a question has arisen about how participants are counted to determine whether or not an…
Read Moreabout ​Form 5500: Participant Count?

  When it comes to internet crime, the FBI says that the biggest financial losses to businesses are now coming from email compromise attacks. Given the plethora of stolen credentials available on the dark web,…
Read Moreabout Topping The FBI List: Email Attacks

  The latest statistics about the Department of Labor’s investigatory and recovery efforts on behalf of retirement plan participants demonstrate that fiduciary failures come at a tremendous cost to plans, participants and beneficiaries. A major…
Read Moreabout Funds Recovered: Enforcement!

Settlements continue to pile up as a way to bring excessive fee lawsuits against retirement plan sponsors to closure. Though admitting no wrong, employers find that the  disruption and costs associated with defense—and the uphill…
Read Moreabout Failure To Shop Around?

  Simply put, an estate is the sum total of everything we own. Planning for what becomes of our assets—aka estate planning, makes sense for everyone, ensuring affairs are in order for loved ones, and…
Read Moreabout What Exactly Is An Estate?

  Having more then one owner named on property or financial accounts generally enables a smooth transition upon the death of one owner. Estate planning experts share examples and advice about the usefulness of joint…
Read Moreabout Joint Ownership: For Convenience?

  Family and estate lawyers see a lot—and it is not always pretty. Accordingly, attorneys advice that it’s best to button up estate plans carefully, so that conflicts cannot spring up through the cracks. Here,…
Read Moreabout We’re A Happy Family?

  Attorneys specializing in ERISA law are carefully monitoring several cases currently winding their way through the courts: decisions are likely to establish precedents related to the fiduciary responsibilities associated with cybersecurity. Plan sponsors are…
Read Moreabout Assume The Obligation: Cybersecurity