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Undue Influence?
...he prepared the deeds and accompanying transfer documents at decedent ’ s behest; that he discussed the transactions with the decedent; [and] that he personally supervised their execution on the...
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Outsourcing Fiduciary Responsibilities?
Wisely, given the complexities, it’s common for employers to outsource the services and administration of the company sponsored 401k. Despite these arrangements, however, it’s important for plan sponsors to understand...
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Updated Cybersecurity Guidance
companies, etc. Fiduciaries will need to identify what individuals and/or entities are providing services to the plan…. The EBSA’s Compliance Assistance Release No. 2024-01 significantly expands the scope of compliance...
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Chasing The Lowest Fees?
...building savings, failure to adequately monitor plan fees is an ERISA breach—and a common mistake made by plan sponsors. When it comes to understanding the fee structure of a retirement...
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When Do Irrevocable Trusts Make Sense?
As conveyed in the name, setting up an irrevocable trust requires serious commitment. Though there are legal remedies that can be applied if life circumstances shift after an irrevocable...
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Which Assets are Subject to Probate in New Jersey Surrogate's Court?
...digital way to obtain probate bonds, also known as executor bonds, administrator bonds, estate bonds, and personal representative bonds. We are the insurance company — which means no agent, no...
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Failure To Obtain ERISA Bond?
...ensuring the ERISA bond remains Department of Labor compliant for the life of its term. Obtain ERISA Fidelity Bond Here Now. ERISA Bond vs Fiduciary Liability Insurance? Another common mistake...
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Guardian of the Estate: Understanding the Duties
allowed to begin deciding about the resources of a ward until qualification by the court is completed. Colonial Surety Company is an easy choice for obtaining a guardianship bond efficiently and...
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Surety Bonds Ensure that Estates are Managed Honestly
Estate administrators and executors have a lot of duties in managing estates. They are accountable to all who have claims on a deceased person’s assets. They have to pay claims filed against...
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