Our Blog - Surety Matters

Our blog covering the latest in bonds and insurance
Displaying 256 results for: Colonial products
Court Bonds 10.19.2021

Direct Deposit Options for Veterans

  Estimating that approximately 175,000 veterans need help obtaining bank accounts, the Department of Veterans Affairs (VA) has launched the Veterans Benefits Banking Program (VBBP). The goal is to ensure veterans receive their full benefit…
Read Moreabout Direct Deposit Options for Veterans

Direct Deposit Options for Veterans
Court Bonds 10.19.2021

Separate Revocable Living Trust?

  Trusts are sometimes a useful way to transfer assets to beneficiaries, or even to plan ahead for our own needs. Though most married couples opt for joint, Revocable Living Trusts (RLT), there are circumstances…
Read Moreabout Separate Revocable Living Trust?

Separate Revocable Living Trust?
Cyber 10.19.2021

Vigilance Against Cyber Crime

  The Plan Sponsor Council of America (PSCA) urges continuous vigilance against cybercrime, Since criminals have retirement plans in their sights, efforts to prevent attacks are critical and must be ongoing. Having an expert response…
Read Moreabout Vigilance Against Cyber Crime

Vigilance Against Cyber Crime
ERISA 10.19.2021

What Does Your Adviser Think?

Retirement plan advisers find that for the most part, plan sponsors are knowledgeable about the investment lineup and meet Department of Labor filing deadlines. However, plan advisers encourage plan sponsors to advance their understanding of…
Read Moreabout What Does Your Adviser Think?

What Does Your Adviser Think?
Court Bonds 10.08.2021

Estate Law: The Human Side?

Some estate planning experts find it easier to dig into the numbers side of the work than the human side. While the resulting plans might seem logical—especially from a tax reduction standpoint—they don’t always make…
Read Moreabout Estate Law: The Human Side?

Estate Law: The Human Side?
Court Bonds 10.08.2021

The Family Home: Passing It On?

In many families, a home, is the most valuable asset—making parents eager to pass it on to the next generation. There are different options for doing so, depending on the circumstances. Thoughtful estate planning can…
Read Moreabout The Family Home: Passing It On?

The Family Home: Passing It On?
ERISA 10.08.2021

Investment Advice for Participants?

  Is your retirement plan providing adequate information to participants about the funds in the plan? What does the Department of Labor consider adequate? What services can you ask a plan advisor to provide? These…
Read Moreabout Investment Advice for Participants?

Investment Advice for Participants?
ERISA 10.08.2021

Revenge Spending vs Retirement Savings?

Spending trends are way up! Pension industry experts advise retirement plan sponsors to ensure participants are receiving a steady flow of information about saving and retirement planning. Thriving retirement plans focus on high levels of…
Read Moreabout Revenge Spending vs Retirement Savings?

Revenge Spending vs Retirement Savings?
ERISA 10.07.2021

Lifetime Income: Annuity Interest?

As the lifetime income illustrations mandated by the SECURE Act begin to appear on participant statements, experts predict there will be even more interest in annuities. Plan sponsors are addressing the growing interest in annuities…
Read Moreabout Lifetime Income: Annuity Interest?

Lifetime Income: Annuity Interest?