Our Blog - Surety Matters

  As workers across the country continue to evaluate their priorities and possibilities, their expectations are clear: more money and better benefits. Surveys find that when considering job shifts, yes, employees are looking for salary…
Read Moreabout Retirement Plans Attract Talent

  When a loved one names you to execute their will, take it seriously. Count yourself lucky if you have plenty of time to speak with them about their intentions. Take the time to get…
Read Moreabout Estate Planning: Debt Discussion

  Can the adult children of deceased parents be required to pay off their debts? Legal experts explain that confusion around this issue is widespread. Here’s why, along with information and guidance for families working…
Read Moreabout Filial Responsibility Laws?

  Though not a widespread issue, employers who delay or fail to make the appropriate contributions to the retirement plan are a concern for all. Accordingly, the U.S. Department of Labor has issued a list…
Read Moreabout Warning Signs: Contribution Fraud?

  Who approves beneficiary designation forms? Enrollment materials? What about adjustments to employer’s discretionary contribution? Ever notice how many “routine decisions” are being made for the 401k plan? How confident are you that all decisions…
Read Moreabout Who Decides?

Typically, executing a will is associated with distributing the assets of the deceased to beneficiaries in accordance with the terms of the will. Although this is one of the important functions of the executor, assets…
Read Moreabout Executor Duties: Debts Before Distributions

  Establishing a revocable living trust helps you plan for your own needs as you age or decline in capacity, and arrange for the transfer of assets to the beneficiaries named in your trust agreement….
Read Moreabout Leave These Assets Out: Trusts

Due dates are fast approaching. Here is a helpful snapshot to make sure you are in compliance and avoid penalties. Get the scoop on efficient, effective and affordable cyber and fiduciary liability protection designed especially…
Read Moreabout Upcoming Deadlines for Plan Sponsors

  Yes, the failure of retirement plan fiduciaries to act can result in an Employee Retirement Income Security Act (ERISA) fiduciary breach lawsuit. For example, a class action lawsuit could accuse fiduciaries of failing to…
Read Moreabout Failure to Act?