Our Blog - Surety Matters

Stress is part of life—and work, and to an extent, stress can be motivating and even clarifying and illuminating. Nonetheless, stress run amok is bad for us—and bad for business too. Read on for practical…
Read Moreabout Stressed? Practical Advice

In construction, smartly choosing what projects to bid on, using solid information to prepare every bid, and tracking results, can make all the difference between surviving and thriving. What’s your success rate? What shifts in…
Read Moreabout Keeping Score: Bid Success?

Yes, generally, company sponsored retirement plans with 100 or more participants must include an independent audit report with the annual filing of Form 5500. Additionally, the Department of Labor’s Employee Benefits Security Administration (EBSA) can…
Read Moreabout 401k Plans and Audits?

When you sponsor a retirement plan at your business, you are a fiduciary. Whether or not you know that, understand it, or enjoy the responsibilities it entails, under the high standards of the Employee Retirement…
Read Moreabout How To Manage Your Fiduciary Liability

According to the Bureau of Labor Statistics (BLS), there will be about 81,000 job openings for electricians, every year, between now and 2034. The need for HVAC mechanics and installers will generate about 41,000 openings…
Read Moreabout Skilled Trades: Welcome In…

As competition for construction workers is anticipated to remain tough for the foreseeable future, wise company leaders are investing in the retention of talented, committed and loyal team members. It’s not surprising that pay, skills,…
Read Moreabout High Demand, Limited Supply: People!

Many of us associate estate planning with complex legal jargon and large financial portfolios, but a complete estate plan is simply a thoughtful strategy for the future. It’s about protecting yourself and your loved ones,…
Read Moreabout What’s A Complete Estate Plan?

Estate planning involves a lot of important decisions, but few are as critical—or as challenging—as choosing a trustee. While it might seem like a simple ceremonial honor, the reality is that this appointment comes with…
Read Moreabout Estate Planning: Choosing Your Trustee?

Increasingly, employers are recognizing the importance of providing financial wellness programming in tandem with benefits like the company sponsored 401k. With surveys continuing to point to the importance of financial literacy for all, it’s  great…
Read Moreabout Financial Ed At Work