Surety Matters

Our blog covering the latest in bonds and insurance
Surety Bonds 04.02.2021

Roaring 20s? Building Optimism

After the pandemic of 1918, the 1920s came roaring in. Will the same expansive pattern occur this century? Construction industry experts see reason for optimism looking ahead over the next six months.  Contractor Confidence On…
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Roaring 20s? Building Optimism
ERISA 04.02.2021

Pop Quiz: Plan Fees? Investment Options?

Retirement plan fiduciaries are responsible for these answers—no matter how big or small the plan and the company are. In the event of legal and compliance challenges, big companies face big-dollar lawsuits (like Blackrock’s recent…
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Pop Quiz: Plan Fees? Investment Options?
Cyber 04.02.2021

Lots To Learn: Retirement Savings

   Fidelity Investments’ 2021State of Retirement Study found that many plan participants would benefit from increased knowledge about the fundamentals of secure retirement. Here are some helpful points of emphasis for communications with plan participants….
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Lots To Learn: Retirement Savings
Court Bonds 04.01.2021

Count Yourself In: Consider a Trust

 While creating your estate plan, don’t forget to also arm your loved ones with information about how they can best care for you in the event you become incapacitated. Legal experts provide pointers for making…
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Count Yourself In: Consider a Trust
Court Bonds 04.01.2021

Keeping Up With the Times: Probate Law

Probate law governs the ultimate resolution of our affairs: wills, trusts, estates (or the lack thereof) and the associated debts, taxes and so on. How does probate law evolve to keep up with the times,…
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Keeping Up With the Times: Probate Law
Cyber 04.01.2021

Overdue: Updated Protection Plans

  The Employee Retirement Income Security Act (ERISA) was passed in 1974. Think about how much has changed since then! No wonder there is increasing pressure for thorough regulatory updates to better protect the trillions…
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Overdue: Updated Protection Plans
ERISA 04.01.2021

Rowing Forward: Women and Retirement Savings

First quarter studies show that women are rowing hard to gain financial ground after the disruptions of 2020. The trends provide retirement plan sponsors with valuable insights to inform plan design and communications. Expect The…
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Rowing Forward: Women and Retirement Savings
ERISA 04.01.2021

Required Minimum Distributions: The Basics

Retirement plan sponsors take note: April 1 is a deadline for some retirement plan to take a Required Minimum Distribution (RMD) from their accounts. This can be confusing and stressful without proper planning. Here’s what…
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Required Minimum Distributions: The Basics
Surety Bonds 03.30.2021

Building a Niche: $65 Million for NJ Housing

 As the housing market remains strong across the country, builders are finding a groove with new niches. For example, in New Jersey, a $65 million loan will fund the development of a multifamily building designed…
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Building a Niche: $65 Million for NJ Housing