Our Blog - Surety Matters

  Clarity in plan documents regarding the use of forfeitures has proven to be a solid defense for plan sponsors, as lawsuits alleging that it is a misuse to pay future employer contributions from forfeitures…
Read Moreabout Allegations Dismissed: Defense!

  In the 20 years between 2003 and 2023, what significant progress has been made related to employer sponsored retirement plans? Some thought leaders point out that the answer can best be found through solid…
Read Moreabout Access Vs Participation?

  No one wants to enter into a business contract with a project owner that is in bad financial shape. Sometimes, the red flags are obvious: like a media headline or industry report. More typically,…
Read Moreabout Red Flags: Financial Distress?

  No one knows better than a construction company owner that success in this tough industry requires a regular cash flow. Of course, keeping a steady stream of cash can be far easier said than…
Read Moreabout Required for Success: Cash!

  Who gets what? In a nutshell, inheritance succession refers to the details in state laws  that specify the order in which assets are distributed to relations when someone dies intestate–aka without a will. Typically,…
Read Moreabout Inheritance Succession Explained

  Among the many reasons why it is critical to create an estate plan, anchored by a will and or trust, is the designation of one or more fiduciaries who understand and are committed to…
Read Moreabout Estate Planning: Fiduciaries?

  The Employee Retirement Income Security Act opened the doors for employers to offer 401k plans to employees. ERISA’s robust standards, aimed at ensuring all plan decisions are made in the best interest of participants,…
Read Moreabout ERISA and Fiduciary Liabilities?

  Small businesses looking to attract and retain committed employees may be trying too hard to offer nifty sounding new perks while overlooking classics, like a 401k. In fact, surveys reveal that employers tend to…
Read Moreabout Perks: Shiny New Vs Tried and True?

  Indeed, making a will is one of the best gifts we can give loved ones and friends. Even if the assets involved are modest, leaving them organized reduces a lot of wear and tear…
Read Moreabout Thanks For Making a Will