Our Blog - Surety Matters

  With more then half of all federal district courts now presiding over ERISA class-action cases, plan sponsors and other fiduciaries must be prepared to defend themselves against allegations of retirement plan mismanagement and other…
Read Moreabout Fiduciaries and Committees

The U.S. Department of Labor has released the annual update to Form 5500 and 5500-SF (the short form), making adjustments that reflect regulatory changes. Retirement plan sponsors are reminded that oversight of the annual submission…
Read Moreabout New Form 5500?

  2022 began with the decision of the U.S. Supreme Court related to Northwestern’s fee litigation case, which left the retirement plan industry wondering about the implications. Looking back on the year, ERISA law experts…
Read Moreabout Litigation Trends: ERISA

  Since the Department of Labor issued Guidance in 2021 directing retirement plan sponsors to monitor the cybersecurity protocols in use by service providers, there has been a great deal of confusion about what exactly…
Read Moreabout Security Breaches Defined

  When Joseph Stancak died in Chicago at the age of 87, he left behind $11 million, and had no will. Now, six years later, 119 distant relatives have been identified and will inherit a…
Read Moreabout Unclaimed Estate: $11 Million

  In many families, property, specifically the family home, is the most important asset for consideration during estate planning.  Accordingly, lawyers share advice about how the dual goal of remaining securely at home while we…
Read Moreabout Life Estates Explained

  Although residential construction continues to lag, nonresidential construction and infrastructure builds are on the move. There’s even some optimism and murmuring that recession is not a foregone conclusion. Ready to dig in? Here’s where…
Read Moreabout Breaking Ground?

  Headed into 2023, increased hiring of women, new construction materials, green building, modular and prefabricated building and all things tech are making it to the top of the to do list—especially for builders intent…
Read Moreabout Five Construction Trends for 2023

  The end of the year is an important time for retirement plan sponsors to review plan documents and plan operations. Discretionary changes as well as amendments for compliance must be properly reflected in plan…
Read Moreabout Compliance: Year End Responsibilities