Our Blog - Surety Matters

Equifax! JP Morgan Chase! Capital One! Adobe…! Large companies, including these, are responsible for the massive security breaches of the past decade—impacting the personal data of hundreds of millions of customers. These stories make the…
Read Moreabout Cyber Liability Insurance for Small Businesses

Words like “conservatorship,” “conservator” and  “conservatee” most commonly hit the news when celebrity cases are in motion.  Though these cases might tap our curiosity, we are more likely to find cases down the road, across…
Read Moreabout Who Is a Conservator? What is a Conservator Bond?

Across the country, retirement plan sponsors are in “wait and see mode” as the U.S. Department of Labor (DOL) works to rapidly rolling out proposed new regulations. Many of the efforts are intended to respond…
Read Moreabout Changes Impacting ERISA Are Coming

Everyone has activities they enjoy doing—and the variety is fun to consider. Perhaps you enjoy whipping up artisanal cocktails to share with friends. Or, maybe you can’t wait to go fishing in your free time….
Read Moreabout Got a Hobby? Get Licensed and You May Have a Business Too!

The Population Research Bureau projects that by 2060 (just 40 years from now), there will be 95 million Americans older than 65. That’s an increase of 52 million people from 2018! Who will care for…
Read Moreabout Our Aging Population: The Important Role of Guardians

If a family member or friend has asked you to execute their estate for them upon their death, chances are that, like most people, you said, “of course” without really thinking about your duties. Understandable….
Read Moreabout Executing A Will: Are You Ready?

Notaries Public witness so many of our life-changing decisions, such as powers of attorney, estate, prenuptial agreements, real estate transactions and many other activities that enable our civil society to operate.  Given the seriousness of their…
Read Moreabout Public Protection: Notaries and Notary Bonds Explained

Plan sponsors have a lot of responsibility as fiduciaries when managing an employee benefit plan. They have to make sure that the plan assets are invested properly, employees are given adequate information about benefits, employees…
Read Moreabout Hiring Outside Advisors Does Not Remove Plan Sponsor Fiduciary Liability

iHeart Communications Inc. is now battling a proposed class action in the Northern District of Texas captained by plan participants and beneficiaries of its 401(k) plan. The plaintiffs of the case claim plan sponsors did…
Read Moreabout IHeart Communications Slammed with ERISA Class Lawsuit