Our Blog - Surety Matters

Investment Choices: Up To Participants? No! The fiduciary responsibilities of retirement plan sponsors don’t stop with offering varied investment options and hoping participants get good results. Fiduciaries must exercise prudence with the options offered—and continuously…
Read Moreabout Investment Choices: Up To Participants?

  With more estate planning techniques and insights becoming more widely available, it’s more possible then ever to look out for your family, though it’s estimated that two out of three Americans still have not…
Read Moreabout Military? Plan for Your Family

  Ordinarily, probate court proceedings focus on standard tasks essential to settling the affairs of someone who has died, such as paying off debts and taxes and then distributing the assets based on a will,…
Read Moreabout Court Battles: Probate Litigation

  This is one of those questions that it’s even hard for Google to answer. Why? It depends! The public process of paying the debts and distributing the assets of the deceased, known as probate,…
Read Moreabout How Long Does Probate Take?

  Although estate planning is important for all families, it is especially critical to plan ahead for beneficiaries with disabilities. Failure to do so can set off an unintended chain of consequences that can be…
Read Moreabout Disabled Beneficiaries?

  When used together, these words spell bad news for retirement plan fiduciaries. Indeed, building on the precedents set over the past years, another “excessive fee” lawsuit has been filed, this time by lawyers from…
Read Moreabout Choices, Fees and Allegations

  Increasingly, retirement plan sponsors are going beyond above and beyond ERISA’s requirements for the provision of plan communications that a wider diversity of employees can more readily understand. Industry experts share the latest on…
Read Moreabout Going the Extra Mile: Multilingual Materials

  Have you noticed the “hard anything” (seltzer, tea, cider), selections taking up more and more space in shops, on menus and in the picnic cooler? Nonalcoholic options, featuring complex layers of flavors are going…
Read Moreabout Trends: Low ABV

  It looks that way: the Alamo Regional Mobility Authority (RMA) has chosen the Boring Co. for the anticipated high speed loop that will connect San Antonio International Airport to its burgeoning downtown. As details…
Read Moreabout Boring in San Antonio?