Our Blog - Surety Matters

As a retirement plan sponsor, hopefully you have access to wise and professional advice and services to assist you with the responsibility of stewarding the savings of your employees. Nonetheless, ultimately the responsibility for plan…
Read Moreabout Cryptocurrency in the 401K?

Yes, it is possible to contest a will or trust, based on validity, interpretation, or administration. However, though relations or friends may feel anger or disappointment about the plans made by a loved one who…
Read Moreabout Contesting An Estate Plan?

For many grandparents, the joy of grandchildren inspires a desire to leave “even a little something” behind for them. Indeed, monetary gifts, no matter how modest, can prove to be life changing. One way to…
Read Moreabout Grandchildren: Custodial Account?

Though ERISA does not require a committee for the company sponsored retirement plan, having a well trained and organized committee can contribute to prudent decision-making regarding plan administration, investment selection and oversight. A well-functioning committee…
Read Moreabout 401k Committee

One of the many provisions tucked into 2022’s massive SECURE 2.0 legislation is the option for employers to assist employees with student loan payments, by treating the payments as a contribution to the retirement plan,…
Read Moreabout Retirement Plan: Adding the Student Loan Match?

If you have children, you have hopes and dreams for them, and ideally, you’re also saving up for their needs as they grow. If something happens to you suddenly, who knows about your savings and…
Read Moreabout Protecting Children, Achieving Dreams

Even though estate planning is typically associated with arrangements for distributing assets upon death, it’s a wise idea to consider debts too. Financial obligations do not automatically evaporate when we die, and sorting out what…
Read Moreabout Estate Planning With Debt?

Stress is part of life—and work, and to an extent, stress can be motivating and even clarifying and illuminating. Nonetheless, stress run amok is bad for us—and bad for business too. Read on for practical…
Read Moreabout Stressed? Practical Advice

In construction, smartly choosing what projects to bid on, using solid information to prepare every bid, and tracking results, can make all the difference between surviving and thriving. What’s your success rate? What shifts in…
Read Moreabout Keeping Score: Bid Success?