Our Blog - Surety Matters

  Size, versatility and endless attachment options make mini excavators a go to for many contractors. Nonetheless, the “rent or buy” decision making can be head scratching. Business plans, emergent opportunities, the lure of shiny…
Read Moreabout Mini Excavators: Rent or Buy?

  Though the pandemic related disruptions and associated rising costs of materials peaked in 2022, analysts recommend contractors “keep their seatbelts fastened,” as demand is likely to make estimating material costs feel like a  roller…
Read Moreabout Roller Coaster Ride: Material Costs

  It’s certainly an understatement to say that attending to the high standards of ERISA results in plenty for retirement plan sponsors to take responsibility for. Fortunately, an Educational Policy Statement (EPS) is not a…
Read Moreabout Educational Policy Statement: Required?

  As protocols for environmental, social and governance (ESG) investment options continue to be murky, a new class action complaint puts the spotlight on the fiduciary duty of prudence. Essentially, this latest class action lawsuit…
Read Moreabout Retirement Funds: Performance vs ESG

  ERISA, the Employment Retirement Security Act of 1974, established the standards governing employer sponsored retirement and health plans. For the protection of participants, ERISA considers sponsors fiduciaries and holds them to exceptionally high standards….
Read Moreabout ERISA 3(16) Fiduciary Explained

  Retirement plan participants are allowed to make catch-up contributions, but a question that arises in plan administration is: When does an employee salary deferral                     …
Read Moreabout Catch-up Contributions?

  When a loved one dies, their affairs need to be brought to closure, and the process of doing so is often referred to as estate administration. Read on for an overview of what to…
Read Moreabout Estate Administration?

  Pets can have very long lives. Macaw parrots for example, live for about 50 years–but can reach 100. Turtles too require decades of attention. With advancements in veterinary science, even “regular” pets, like cats…
Read Moreabout Dog, Cat, Parrot, Turtle…

  Though it’s tempting to rush right through takeoff and onto estimation, it’s best to exert extra care at takeoff. Without a strong foundation, projects can go awry fast, impacting the bottom line and even…
Read Moreabout Slow Down: Takeoff