Our Blog - Surety Matters

Our blog covering the latest in bonds and insurance
Surety Bonds 08.10.2022

Mortgage Banker vs Mortgage Broker?

  Mortgage bankers and brokers can both help home buyers secure loans. Both are typically required to secure bonds to guarantee applicable laws are followed. The primary difference between mortgage bankers and brokers is: mortgage…
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Mortgage Banker vs Mortgage Broker?
ERISA 08.10.2022

401k Plan Sponsorship: Going It Alone?

  Experts caution small business owners against thinking they can save money by administering a company sponsored retirement plan without expert help. Similarly, companies who have long sponsored retirement plans might be overly complacent and…
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401k Plan Sponsorship: Going It Alone?
ERISA 08.10.2022

Request a Fee Breakdown

  If you don’t understand the fees associated with your company sponsored 401k plan, don’t worry, you’re not alone. In fact, some retirement plan experts say that not knowing and evaluating plan fees is the…
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Request a Fee Breakdown
Surety Bonds 08.09.2022

The Notary Package

Colonial Surety Introduces ‘The Notary Package’ to Ensure Protection in the New Era of Tech-Driven Notary Work   New offering is the first of its kind to include E&O and Basic Cyber Liability Insurance   The…
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The Notary Package
Contract Surety 08.05.2022

Time to Push Forward?

  Inflation. Interest rates. Supplies. Hiring. Recession. Infrastructure. What to bid. There’s more and more to figure out and juggle every day as small and mid-size construction firms face forward. Is growth possible? Here are…
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Time to Push Forward?
Contract Surety 08.04.2022

Recession? Work Smart

  The last few years have certainly taught us that agility is not just a buzz word. Who really knows what the future holds, but, with the “r word” in the air so much these…
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Recession? Work Smart
ERISA 08.04.2022

Oversight: Participant Data

  Claims of fiduciary breaches over the fees and performance of investment options in retirement plans continue—with most litigation ending in hefty settlements and paving the way for more cases, impacting more plans and businesses….
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Oversight: Participant Data
ERISA 08.04.2022

Oversight: Participant Data

  Retirement plan service providers have access to participant data. Can they use the personal information of participants to cross-sell other financial products? As service providers are exploring this approach to business expansion, what do…
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Oversight: Participant Data
Court Bonds 07.28.2022

Financial Security: Family Trusts

Trusts can be a useful way to protect and distribute assets to family members. Here is an overview of the advantages of establishing a trust. For a trust to achieve it’s goals, you’ll also need…
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Financial Security: Family Trusts