Our Blog - Surety Matters

 Finding that 45% of retirement plan participants do not understand the information they receive about fees, the Government Office of Accountability has given the Department of Labor recommendations for strengthening fee disclosure regulations. What Will…
Read Moreabout Head’s Up: Fee Disclosures?

As the work world—and employee expectations—continue changing rapidly, don’t be surprised by a curiosity about the potential for cryptocurrency as an investment option in the company retirement account. There are in fact a growing number…
Read Moreabout Cryptocurrency and 401(k)?

  Although estate planning can be complex in any family, lawyers find that large and blended families tend to face extra challenges. More people means there are likely to be more ideas and hopes about…
Read Moreabout Trust: Consider An Independent Fiduciary

 Achieving educational goals can be life-changing—as is the gift of paid tuition! A trust can be a great way to gift education to family members. Unlike a will, a trust, overseen by a trustee, allows…
Read Moreabout Educational Goals and Family Trusts

The 2028 Olympics give urgency to completing construction plans of all kinds throughout Los Angeles. Athletic venues, transportation and residences for competitors are all in need of attention. So are water and power supplies. Building…
Read Moreabout Los Angeles Olympics: Builders Please

Toward solutions in the face of complex infrastructure issues across the country, Louisiana State University and Louisiana Tech have announced the creation of a new Center for Innovations in Structural Integrity Assurance (CISIA).  Structural Integrity…
Read Moreabout Building Solutions?

Studies find that retirement plan participants crave more clear communication. Jargon is off-putting for everyone—and especially for Generation Z and Millennials. Industry experts conclude that even small changes can increase clarity, understanding and engagement. What…
Read Moreabout Retirement Lingo: Scratch The Jargon

  If you are a plan sponsor, responsible—that’s you. In fact, ERISA law obligates you to be more careful with the retirement assets of your employees than you are with your own money. Irresponsibility—whether or…
Read Moreabout Responsible?

Sacramento’s newest K-8 public school welcomed students back to school this fall, after the builders overcame the challenges of building through the disruptions of the pandemic—and even managed to shave $5 million off the budget….
Read Moreabout Welcome In: Sacramento’s New School