Our Blog - Surety Matters

  As trusted companions, pets are becoming ever more meaningful in the lives of many people across the country. Animal care experts remind us that it is important to plan for what happens to our…
Read Moreabout Pet Trusts Explained

  Gender, race and ethnicity continue to play a big role in our chances for retirement success. The 20th annual retirement survey from Allspring Global Investments provides the latest intel on gaps, pointing to the…
Read Moreabout Retirement Security?

  National risk management experts point out that although widely embraced, the comprehensive new Secure 2.0 legislation brings new compliance responsibilities for retirement plan sponsors. Here’s what you need to know—and do.   A Litany…
Read Moreabout New Compliance Pressures: Secure 2.0

  Serving as the executor for a friend or loved one comes with a long list of responsibilities. While performing these duties, it is also important to avoid missteps. Estate law experts provide advice about…
Read Moreabout What Not To Do: Executors

  Estate law experts help families understand the public processes and protocols that bring closure to our affairs when we die. Attorneys also help us navigate the complex terminology involved along the way, which tends…
Read Moreabout Surrogate Court or Probate Court?

  While it is necessary for retirement plan sponsors to follow all of the cybersecurity best practices prescribed by the Department of Labor, numbers 9 and 12 on the list hold particular importance: following them…
Read Moreabout Best Practices: #9 and #12

  Under Secure 2.0, retirement savers will find it easier to draw on their funds should an emergency strike. Though COVID-19 has reinforced the critical importance of emergency savings, there are some concerns among financial…
Read Moreabout ​It’s An Emergency: Really?

Facing market volatility and high interest rates, retirement plan sponsors are rethinking investment options for participants. According to industry experts, many plan sponsors are challenging current offerings in a quest for both diversification and protection…
Read Moreabout Challenging Current Offerings

  The year is already finding some employers defending themselves against allegations of fiduciary breaches under the high standards of ERISA law. Whether or not the allegations are true, defense is expensive. In fact, experts…
Read Moreabout Defense Costs Rising