Our Blog - Surety Matters

Great Expectations: Bridge Repair 178 million times a day? According to the American Society of Civil Engineers, that’s the number of times Americans cross deteriorating bridges around the country—every day. As states work to leverage…
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  Among the many requirements for 401(k) plans are the timely dissemination of a variety of standard notices to participants. ERISA experts remind us that adhering to notice requirements is critical: failure leaves participants without…
Read Moreabout Retirement Plans: Notice Failure?

Together, small businesses are the largest employer in the country—and they are increasingly prioritizing worker well being. For example, according to new research, one in four are responding to the disruption of the pandemic by…
Read Moreabout A Rising Priority: Benefits!

  Speed, service and a good deal are in more demand then ever, with interest rates rising and buyers competing to find the homes of their dreams in the locations of their dreams. Refinancing is…
Read Moreabout Great Mortgage Broker?

  Mobile notary services are making it more convenient then ever to attend to the important documents that move lives and businesses forward. A number of public institutions and private businesses are also recognizing the…
Read Moreabout Notaries: On The Move

  Among the important decisions we must make when writing a last will and testament is designating a personal representative to handle our affairs when we die. It’s useful to understand the terminology, duties and…
Read Moreabout Personal Representative Explained

Representing clients who may be experiencing a change in capacity presents lawyers with serious challenges and ethical considerations. What can and should a lawyer do when a client’s changing capacity seems to require attention? Legal…
Read Moreabout Diminished Capacity?

Denied! That’s what’s happening in federal courts across the country as retirement plan sponsors struggle with defense against fiduciary breach allegations based on claims of excessive fees. An analysis by Bloomberg Law reveals that for…
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  Best practices related to company sponsored retirement plan documents include carefully saving all plan documents for the life of the plan, adhering to the terms described in the plan documents, and keeping records that…
Read Moreabout Retirement Plan Documents