Our Blog - Surety Matters

Yes, generally, company sponsored retirement plans with 100 or more participants must include an independent audit report with the annual filing of Form 5500. Additionally, the Department of Labor’s Employee Benefits Security Administration (EBSA) can…
Read Moreabout 401k Plans and Audits?

When you sponsor a retirement plan at your business, you are a fiduciary. Whether or not you know that, understand it, or enjoy the responsibilities it entails, under the high standards of the Employee Retirement…
Read Moreabout How To Manage Your Fiduciary Liability

Many of us associate estate planning with complex legal jargon and large financial portfolios, but a complete estate plan is simply a thoughtful strategy for the future. It’s about protecting yourself and your loved ones,…
Read Moreabout What’s A Complete Estate Plan?

Estate planning involves a lot of important decisions, but few are as critical—or as challenging—as choosing a trustee. While it might seem like a simple ceremonial honor, the reality is that this appointment comes with…
Read Moreabout Estate Planning: Choosing Your Trustee?

Increasingly, employers are recognizing the importance of providing financial wellness programming in tandem with benefits like the company sponsored 401k. With surveys continuing to point to the importance of financial literacy for all, it’s  great…
Read Moreabout Financial Ed At Work

Fall’s in the air, and that means homework’s spread out on the kitchen table. If you are a retirement plan sponsor, you’ve got homework too. Now’s the time to tune into details that might be…
Read Moreabout Homework Season: Retirement Plan Sponsorship

Although the designation of a guardian to care for minor children can only be made through a will, it’s best to set aside money for them via a trust. Minors cannot directly inherit assets, so…
Read Moreabout Setting Aside Money For Children?

Money for the care of a beloved pet can be designated through either a will or trust, though attorneys advise that trusts do have some advantages over wills. Trusts can be set up to take…
Read Moreabout Beloved Pet: Will or Trust?

When you sponsor a retirement plan for your employees, they are trusting you with their money. A single act of fraud or dishonesty related to the plan funds can have a devastating impact. That’s why,…
Read Moreabout Why Are ERISA Bonds Required?