Our Blog - Surety Matters

  Regulatory compliance for retirement plans requires vigilance with the policies and proceedings of both the Internal Revenue Service and the Department of Labor. Experts observe that both have ratcheted up their scrutiny of retirement…
Read Moreabout Heightened Scrutiny: Retirement Plans

  Of course we are. It’s hard enough to run a business. Adding on a retirement plan is a wonderful and important thing to do, but comes with a whole host of serious fiduciary responsibilities….
Read Moreabout Tips for Plan Sponsors: Short On Time?

  Yes, it is possible to serve as an executor for a deceased loved one—and be a beneficiary of some of their assets too. In fact, quite commonly, the executor named when a will is…
Read Moreabout Executor and Beneficiary?

Estate Planning Optimized We tend to equate estate planning with preparing for death and gifting assets to loved ones. In the face of both longer life spans and increased awareness (thanks COVID?) that anything can…
Read Moreabout Estate Planning Optimized

  When we die, someone has to bring our affairs to closure. This is true whether we have left a will, a trust, or, die without a plan. The name for this role differs depending…
Read Moreabout Personal Representative?

  The public process of reconciling the affairs of the deceased can be confusing and filled with terminology that is not typically used on a day to day basis. Understandably, grief can interfere with navigating…
Read Moreabout The Probate Process: An Overview

  Although both retirement plan participants and sponsors have worries about  retirement plans, neither expect to make substantial changes to contributions this year. According to Ubiquity’s State of the Industry survey, fear of not having…
Read Moreabout Stressed But Sticking With The Plan

  Yes, it’s true. Some costs are trending down—and that includes investment fees for retirement plans: they have been declining over the past six years. 2022 was no exception. Explore the trend, and pause to…
Read Moreabout Good News: Fees Dropping

  Despite widespread communication efforts on password safety, most of us remain sloppy, preferring patterns and words that are easy to remember over best practices in password hygiene. Techies say help is on the way…
Read Moreabout Passkeys To The Rescue?