Our Blog - Surety Matters

  Plan sponsors generally do not set out to shortchange participants or violate ERISA. Nonetheless, oversights can occur, and tend to spiral into increased scrutiny for all. Beware: a recent settlement over an allegation that…
Read Moreabout Double Check The Calculations

  Although adding adult children to a bank account may seem like an easy hack for estate planning, attorneys point out that joint bank accounts can result in complications and unforeseen results. Here’s advice–and some…
Read Moreabout Why Not Just Have A Joint Bank Account

  Upon the death of the testator (person who made the will), the designated executor must diligently adhere to the public process of probate. Meanwhile, beneficiaries tend to wonder: what’s the delay with asset distribution?…
Read Moreabout Executing A Will: What Takes So Long?

  Retirement plan fiduciaries need to know that some of their communications with attorneys are protected by attorney-client privilege. In fact, when attorney advice is given to a plan fiduciary for the benefit of the…
Read Moreabout Attorney-Client Privilege?

  Benefit enrollment season is typically a period of high employee engagement, making it a great time for retirement plan sponsors to boost participation through education and information. Just keep in mind: while spotlighting opportunities,…
Read Moreabout Preparing for Open Enrollment?

  Lots of data points to how important retirement plans are to employees and businesses. Employer sponsor retirement plans are even more beneficial when the company provides a match–and a growing number of employers are…
Read Moreabout All Time High: Employer Contributions

  Failure to properly and promptly ensure employee contributions are remitted to the retirement plan is a serious problem. Although a very small fraction of employers have been found to have abused retirement contributions, the…
Read Moreabout Participant Contributions: Let’s Be Timely!

  For so many reasons, it’s important for every adult to have plans that address our care needs in the event of an emergency, as well as arrangements for our assets. Parents of minor children…
Read Moreabout Don’t Leave a Jigsaw Puzzle Behind: Estate Plan!

  When it comes to making arrangements to gift assets to relations, attorneys underscore the importance of clearly communicating intentions. This is true even if relationships have been strained and communicating requires courage: bad feelings…
Read Moreabout Better Than Litigation? Communication!