Our Blog - Surety Matters

  Issuing required notices and filing reports—within the mandated timeframes—are among the ongoing duties of plan sponsors. Tardiness and other oversights are damaging, with consequences ranging from lawsuits on behalf of participants, to regulatory audits,…
Read Moreabout ERISA Penalties: Adjusted for Inflation

  As the investment options offered to retirement plan participants continue to undergo intense examination in the face of a swell of lawsuits, experts encourage plan sponsors to consider “layering.” Effective layering on investment menus…
Read Moreabout Managing The Investment Menu: Layering

The demand for new and expanded health and science facilities remains strong across the country. Up and coming projects include an addition to the Medical School at New Jersey’s Rowan University and important renovations at…
Read Moreabout Health and Science: Builders In Demand

  How can the next wave of eagerly anticipated transit builds overcome what’s become a tradition: running over budget and behind schedule? That’s the essential question researchers at the University of California in Berkeley (UC…
Read Moreabout Overcoming Delays:Transit Builds

  State budgets across the country are reflecting big commitments to infrastructure. Builds long in need of attention are kicking off—and so too are ambitious visions. Kentucky’s no exception: leadership has passed a 2022-2024 state…
Read Moreabout Kentucky’s Building

  Trusts that hold family assets on behalf of minors, detailing how and when they are distributed, are, of course a sound practice. Estate planning advisors remind us that this same practice can be helpful…
Read Moreabout Adult Children: Trust?

  Try to avoid this mistake lawyers witness repeated in many families: assuming the next generation actually wants and can use the assets being set aside for them—sometimes at great sacrifice.   Reality Check—and Conversation…
Read Moreabout Estate Planning: Do They Really Want It?

Protecting a Grandparent’s Assets? Worried that grandmother is writing too many checks to a cause that seems questionable? Grandad gave his credit card number to who? Actually, what if they have unforeseen medical needs or…
Read Moreabout Protecting a Grandparent’s Assets?

  Most plan sponsors outsource retirement plan operations and administration to service providers, making it tempting to believe that cybersecurity is the responsibility of third parties too. Not so fast, say experts, including accountants. Here…
Read Moreabout Plan Sponsors and Cybersecurity?