Our Blog - Surety Matters

  To increase 401k participation and savings, messaging has to focus on achievable goals and use the delivery channels savers at different ages are most likely to find relevant. Marketing experts share actionable strategies.  …
Read Moreabout Messaging Matters: 401k Participation

  Cybersecurity is absolutely personal: our data, accounts, savings—everything—requires protection. Another thing that’s become personal at most of our businesses is communication: targeted marketing is better then broad sweeps. Here’s the thing: increased reliance on…
Read Moreabout Cybersecurity: It’s Personal

  Having details about assets—and debts—documented and handy is a great jumping off point for estate planning. With a balance sheet in hand, it’s easier to get appropriate estate planning assistance. It’s also easier to…
Read Moreabout Make A Balance Sheet

  Among the reasons why it can feel daunting to take action and create an estate plan is the terminology. With help from experts, here are definitions of words associated with estate planning. Understanding them…
Read Moreabout Defining The Terms: Estate Planning

Facebook vs LinkedIn? Although Facebook remains the most frequently used social media platform around the world, some construction business experts are encouraging contractors to pay more attention to the unique marketing potential of LinkedIn. Here…
Read Moreabout Facebook vs LinkedIn?

  Everyone running a construction business can identify with the challenge of finding time to cultivate, estimate and bid on new work. But, without a pipeline of incoming projects, the business obviously can’t grow. Here…
Read Moreabout Operating vs Growing?

  Regulators at both the IRS and the DOL have made it clear that retirement plans must double down on efforts to prevent missing participants so that benefits can be distributed on schedule. Read on…
Read Moreabout Missing Participants: Catch Up!

  Let’s face it: the term can be confusing—and the responsibilities are daunting when it comes to having a fiduciary role related to company sponsored retirement plans. Financial experts point out that repeated attempts by…
Read Moreabout Fiduciary?

  Among the litany of provisions built into the Secure 2.0 Act are changes related to Required Minimum Distributions (RMDs). With the overarching emphasis on helping workers accumulate more savings for older age, Secure 2.0…
Read Moreabout Changes: Required Minimum Distributions