Our Blog - Surety Matters

The Employee Retirement and Security Act (ERISA) specifically requires those responsible for company sponsored retirement plans to obtain a fidelity bond, known as an ERISA bond, to protect the plan against losses due to dishonesty or fraud. Five…
Read Moreabout ERISA Bonds Explained: Five Facts

Most retirement plans operate on a calendar year, which makes July a big deal: Form 5500 must be carefully completed, reviewed and submitted by month-end. Changes effective this year are significant. Though preparation of Form…
Read Moreabout July Bring Fireworks & Forms: It’s Time

As we can all attest to, flooding is on the rise, and even more floods are anticipated. Accordingly, the Federal Emergency Management Agency (FEMA) has issued new policies requiring higher elevation levels for federally funded…
Read Moreabout Flood Watch: Let’s Elevate

All workers at every business thrive on appreciation, but given the physical and “all-weather” demands of construction, it’s extra important to make sure that workers in the building fields receive the appreciation they deserve. Here…
Read Moreabout Appreciation: Construction Workers

At its best, estate planning addresses goals related to both our own well-being as we age, and the designation of assets–be they modest or many–for beneficiaries. The ultimate success of estate plans rests with the…
Read Moreabout Estate Planning: Fiduciary Roles Explained

Even after living through the pandemic, it’s estimated that over two thirds of Americans still have no estate plan, which ultimately leaves loved ones with hard things to do and decide. Even if our means…
Read Moreabout COVID’s Impact on Estate Planning?

Following the death of a loved one, the debts of the deceased are sorted out in probate court, which then directs the distribution of assets according to the will, or absent a will,  the laws…
Read Moreabout Summary Administration Explained

If you have made an estate plan—good for you! Too many have not. However, you do need to review it every few years–and sooner if there are life changes–or a change in asset status. As…
Read Moreabout Things Are Always Changing…

The Department of Transportation continues to award road building and other infrastructure projects under the Sustainability and Equity (RAISE) initiative: a recent cycle of grants means a total of 550 builds are now in action,…
Read Moreabout 550 Winning Projects