Our Blog - Surety Matters

  As a plan sponsor, you know you need to ask your service providers about how they are preventing security breaches. Doing so is critical to the protection of the retirement assets of your plan…
Read Moreabout SOC Report? Ask For It!

  In regions across the country public leaders are making lists—and checking at least twice—as projects covered by the new infrastructure bill are prioritized. Locally owned construction companies have ideas—and experience— as well, and are…
Read Moreabout Making The List In New York?

Partnership—and coordinated effort? Hey, it could happen. Given the need to get the supply chain flowing, federal and state transportation agencies are cooperating to accelerate critical projects and relieve congestion. Here’s what’s underway in Southern…
Read Moreabout Building Partnerships to Relieve Congestion?

Passage of the trillion-dollar infrastructure bill has regions across the country confronting long to-do lists and assessing what projects will take off and in what order.   Chugging Forward Transit is of course high on the…
Read Moreabout Infrastructure Spending In New York?

  Since we literally can’t live without water, there’s a rising tide of interest in what the new $1.2 trillion infrastructure package will do for water. Allocations have been included for both clean drinking water…
Read Moreabout How Much For Water?

Although wills can be contested, litigators encourage careful thought before doing so. Will contests take time and money—and can cause lasting damage in family and friend relations. Lawyers advise on the importance of being honest…
Read Moreabout Contesting a Will? Be Honest!

Estate plans are “living documents”—meant to be updated as our lives change. Maybe children or grandchildren have come into the picture? Perhaps you or a loved one are declining incapacity? Trusts, arranged to distribute funds…
Read Moreabout Trusts: Distributions Over Time?

  Allegations of ERISA law violations continue creating disruption and expense for retirement plan fiduciaries, including plan sponsors, across the country. Here’s a sampling of the kinds of claims that are winning cases for retirement…
Read Moreabout Tis The Season: Allegations Are Costly

Heading into 2021, plan sponsors were encouraged to improve retirement outcomes for workers by making retirement account portability easier. With increased disruption and shift in the workforce, facilitating retirement portability can make a huge difference….
Read Moreabout There’s Still Time: 2021’s Resolutions?