Surety Matters

Our blog covering the latest in bonds and insurance
ERISA 08.23.2019

Excessive Fee Suits Against Plan Fiduciaries Becoming More Popular

An increasing number of 401(k) sponsors and providers of retirement products are seeing lawsuits against them alleging, among other things, excessive plan fees in violation of ERISA and therefore, a breach of the plan fiduciary’s fiduciary duty….
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Excessive Fee Suits Against Plan Fiduciaries Becoming More Popular
Court Bonds 08.23.2019

How to Become a Guardian Without a Lawyer

If you cannot afford an attorney but still hope to become a guardian, The City University of New York is here to assist you by guiding you through the guardianship process. While CUNY strongly recommends going through…
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How to Become a Guardian Without a Lawyer
Court Bonds 08.22.2019

Guide to Probate in Texas

In Texas, when a person dies and leaves property that hasn’t been transferred to someone else through a trust, wasn’t owned via joint ownership with a right of survivorship, or isn’t subject to direct payments…
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Guide to Probate in Texas
Court Bonds 08.22.2019

Florida Fifth District Court of Appeal Rules

There are not any specific local rules for appeals in the Florida Fifth District Court of Appeals but the Supreme Court of Florida has adopted the Florida Rules of Appellate Procedure for guidance of courts, attorneys, and…
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Florida Fifth District Court of Appeal Rules
Court Bonds 08.22.2019

Can You Avoid Probate?

Probate is a long and arduous process for an estate, so it becomes only natural to wonder if proper estate planning can help an estate fully avoid probate. It is possible, though you have to…
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Can You Avoid Probate?
Court Bonds 08.22.2019

Conservator Sentenced to Four Years in Prison for Violating Duty

Becoming a conservator to assist with the financial needs of a minor, elderly, or disabled person can be a rewarding task as you can be the person who helps that person get by when they…
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Conservator Sentenced to Four Years in Prison for Violating Duty
License & Permit Bonds 08.21.2019

Colorado Mortgage Loan Originator Bonds

In order to become a licensed and active mortgage loan originator in Colorado, you are required to obtain a surety bond. Mortgage loan originators in Colorado must also be registered with the Nationwide Multistate Licensing System (NMLS),…
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Colorado Mortgage Loan Originator Bonds
ERISA 08.21.2019

The Fiduciary Duty to Only Pay Reasonable Fees from ERISA Plan Assets

Plan sponsors may not realize this, but one of their numerous fiduciary duties is that they have a fiduciary duty to only pay reasonable and necessary fees from plan assets. The reason for this is that while…
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The Fiduciary Duty to Only Pay Reasonable Fees from ERISA Plan Assets
Cyber 08.21.2019

Texas Retirement Plan Uses Third Party Experts to Detect Data Breach

The Employees Retirement System of Texas (ERS) recently fell victim to a cyber attack resulting in a data breach and the exposure of 1.25 million retirement plan records. A flaw in its online portal was…
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Texas Retirement Plan Uses Third Party Experts to Detect Data Breach