Our Blog - Surety Matters

  Making guaranteed lifetime income options more readily available through 401(k) plans is a list topper for plan providers—and employers— these days. Here’s why—and an example of how Blackrock is proceeding.   Guaranteed Lifetime Income?…
Read Moreabout Decisions, Decisions: Annuities?

  The Federal Bureau of Investigation reports a 69% spike in cybercrime complaints from 2019-2020. Financial losses totaled over $4 billion. As the techniques deployed by cybercriminals are becoming more sophisticated, retirement plan recordkeepers are…
Read Moreabout Cybercriminals: Sophisticated Techniques

Although ERISA does not require retirement plan committees, having the help of experts can contribute to decisions that are made prudently, in the best interests of participants and beneficiaries. Follow this expert guidance to ensure…
Read Moreabout Committee Agenda?

  Although it is often assumed that it is best to avoid the probate process when planning how to pass along our assets to loved ones, estate planners find that sometimes the probate process can…
Read Moreabout Probate Can Be Helpful

  Estimating that approximately 175,000 veterans need help obtaining bank accounts, the Department of Veterans Affairs (VA) has launched the Veterans Benefits Banking Program (VBBP). The goal is to ensure veterans receive their full benefit…
Read Moreabout Direct Deposit Options for Veterans

  Trusts are sometimes a useful way to transfer assets to beneficiaries, or even to plan ahead for our own needs. Though most married couples opt for joint, Revocable Living Trusts (RLT), there are circumstances…
Read Moreabout Separate Revocable Living Trust?

  The Plan Sponsor Council of America (PSCA) urges continuous vigilance against cybercrime, Since criminals have retirement plans in their sights, efforts to prevent attacks are critical and must be ongoing. Having an expert response…
Read Moreabout Vigilance Against Cyber Crime

Retirement plan advisers find that for the most part, plan sponsors are knowledgeable about the investment lineup and meet Department of Labor filing deadlines. However, plan advisers encourage plan sponsors to advance their understanding of…
Read Moreabout What Does Your Adviser Think?

Some estate planning experts find it easier to dig into the numbers side of the work than the human side. While the resulting plans might seem logical—especially from a tax reduction standpoint—they don’t always make…
Read Moreabout Estate Law: The Human Side?