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Probate and Personal Representatives?
...for Attorneys. Founded in 1930, Colonial Surety Company is a direct writer of a wide range of bonds and insurance products. Colonial is rated “A Excellent” by A.M. Best Company,...
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ARA Provides Guidance on PEP & PPP Issues
claims alleging breach of fiduciary duty. Colonial Surety Company provides fiduciary liability insurance for plan administrators. Fiduciaries are defended and indemnified from covered plan participant lawsuits with fiduciary liability insurance, and...
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Clean Data?
...plan recommendations: An auto mechanic typically runs a diagnostic to determine the cause of a customer’s car troubles. Similarly, having access to current, complete plan data enables advisors and other...
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Plan Sponsor: What Not To Do
...related parties to the plan, including the plan administrator, the plan sponsor, and parties related to these individuals; Failing to properly value plan assets at their current fair market value,...
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Eleventh Circuit Releases Long-Awaited Decision on ERISA Sanctions
for a plan administrator’s inability or refusal to deliver vital information “which [the] administrator is required by this subchapter to furnish to a participant…” The documents demand ERISA plan administrators...
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Alzheimers? Consider a Trust
...families, establishing an irrevocable trust can be beneficial, as Kiplinger explains: Disabled beneficiaries on Medicaid and Supplemental Security Income have stringent income and asset limitations — if they own...
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The New York Estate Tax
bonds, administrator bonds, and executor bonds. We are the insurance company — which means no agent, no broker, and no middleman. We make it easy to obtain your bond instantly. The steps are...
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Fourth Quarter Compliance Check?
Plan Info With Participants Communicating plan status is one of the fiduciary responsibilities of retirement plan sponsors, and even if you outsource reporting and other communication tasks, you’re still obligated...
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Court Appointed Executors: Bound To Report
When a probate court appoints an executor to administer the estate of someone who has died, diligent reporting is required. Public Record Core to the probate process is accounting for...
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