Our Blog - Surety Matters

  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…
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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?

In many families, a home, is the most valuable asset—making parents eager to pass it on to the next generation. There are different options for doing so, depending on the circumstances. Thoughtful estate planning can…
Read Moreabout The Family Home: Passing It On?

  Is your retirement plan providing adequate information to participants about the funds in the plan? What does the Department of Labor consider adequate? What services can you ask a plan advisor to provide? These…
Read Moreabout Investment Advice for Participants?

Spending trends are way up! Pension industry experts advise retirement plan sponsors to ensure participants are receiving a steady flow of information about saving and retirement planning. Thriving retirement plans focus on high levels of…
Read Moreabout Revenge Spending vs Retirement Savings?

As the lifetime income illustrations mandated by the SECURE Act begin to appear on participant statements, experts predict there will be even more interest in annuities. Plan sponsors are addressing the growing interest in annuities…
Read Moreabout Lifetime Income: Annuity Interest?

As a plan sponsor, one of your critical duties is the selection and monitoring of the plan service providers. If they make an error, you could be held personally liable. Though you can never fully…
Read Moreabout On The Hook: Errors Caused By Providers?