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Guide to Probate in Texas
also known as probate bonds, personal representative 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...
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Now What?
...of compensation can be a big problem. The conundrum occurs when a 401(k) plan sponsor uses a definition of compensation for purposes of salary deferrals and employer contributions that differs...
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What About The Providers of The Provider?
...tips for plan sponsors and fiduciaries when hiring a service provider. For example, the DOL recommended that plan sponsors compare their service provider’s information security standards, practices and policies, and...
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What do California Legal Document Assistants Do?
way to obtain probate bonds, also known as estate bonds, personal representative bonds, administrator bonds, and executor bonds. We are the insurance company — which means no agent, no broker, and no middleman. We make...
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Heroes, Heartbreaks and Hopes…
...it, if plan fees go unchecked, investment options are not carefully thought out, or participant communications are unintelligible, it’s unlikely a retirement plan will achieve the ultimate outcome: more successful...
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Audit Alert: Are You Ready?
your company sponsored retirement plan for a variety of reasons. These include “a participant complaint that escalates to a case opening, information in Form 5500, bankruptcy or extreme financial distress,...
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The New Jersey Estate & Inheritance Taxes
For anyone who dies after January 1, 2018, their estates will not be subject to a New Jersey state estate tax. New Jersey residents, however, are still subject to the...
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The Partnership Account® for Contractors
Colonial Surety Company is an insurance company licensed in all 50 states and U.S. territories. We are rated “A” Excellent by A.M. Best Company and United States Department of the...
Where Do You Stand?
of learning about retirement income approaches, while 14% are in the process of better understanding participants’ retirement income needs. Just 3% are formally evaluating whether to add retirement income solutions...
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