Our Blog - Surety Matters

Business owners who sponsor retirement plans are putting employees on the path to secure retirement—-clearly this is a great thing to do! Plus, sponsoring a retirement plan can benefit the business, and even draw talented…
Read Moreabout Retirement Plan Sponsor? 10 Points

While often associated with taxes and financial statements, CPAs play a critical role in the health and compliance of the company 401(k) plan. Accountants act as financial watchdogs, auditors, and advisors, ensuring everything from accurate…
Read Moreabout Insights From Accountants: Sponsoring a 401k?

Warm weather is lovely for vacations, backyard barbecues and treks to the beach. What hot weather is not great for is construction laborers. Vigilance and adherence to safety protocols is essential for the well-being of…
Read Moreabout Ready For The Sizzle?

At least one airline believes Dallas-Firth Worth International Airport is on path to become the largest airport in the world. Currently, the world’s third busiest airport, DFW is undergoing a wave of ambitious construction to…
Read Moreabout Largest In The World?

For employees, a company-sponsored retirement plan is a cornerstone of their financial future, and a tangible measure of their employer’s commitment to their well-being. Operational mistakes with the plan strike at the very heart of…
Read Moreabout Eroding Employee Trust?

Legal contests continue, as long accepted 401k practices related to the handling of plan forfeitures come under courtroom scrutiny. Yet another in the wave of ERISA “forfeiture lawsuits” against retirement plans, which began popping up…
Read Moreabout Loyalty and Prudence Vs Forfeitures?

Not getting the job unless you submit a bid so low that you’re not sure how you’ll actually do the work? It’s probably time to shift out of the low-bid procurement grind. Pros say it…
Read Moreabout Bid Less, Win More?

Flooded with cash? That’s one kind of flood construction business owners welcome, right?  Staying on top of cash flow is always essential, but navigating opportunities, shifting demand, material costs, labor challenges, and inflationary pressures make…
Read Moreabout Cash Flow: Take Me To The River?

Copying and pasting meeting minutes. Vague investment policies. Lack of prudent process around plan fees. Unclear protocols regarding the use of forfeited funds. These are all examples of sloppy retirement plan management practices that ERISA…
Read Moreabout ERISA Litigation: So What, Now What?