Our Blog - Surety Matters

  According to the Pension Research Council, fewer women than men have retirement accounts, and plan sponsors across the country are taking notice and action. Recognizing that thriving businesses focus on recruiting and retaining a…
Read Moreabout Better For All?

  Even when solid procedures, paid experts, and great diligence are in play, mistakes get made in the sponsorship of retirement plans. It’s always best for plan sponsors to be proactive about identifying and attending…
Read Moreabout Sorry! Mea Culpa…

  As confidence in the possibility of a real retirement falls, and the number of us living longer lives rises, there’s a real possibility that more of us will need public help in our later…
Read Moreabout Too Much and Too Little? Medicaid Trusts

  Conservators can be appointed to make financial decisions and safeguard assets for adults experiencing capacity declines, including changes related to aging and dementia. Professional conservators are a possibility and can be a huge relief…
Read Moreabout Conservatorship vs Overprotection?

  New data exemplifies the blurry feelings and ideas workers have about retirement, with about one third indicating that they are unlikely to ever actually retire, while about half of those in their 60s plan…
Read Moreabout Blurry on Retirement

  New trends in claims against retirement plans (and their fiduciaries) include allegations of imprudence related to investment fund choices. Even as excessive fee litigation claims brought in 2022 continue to clog up courts, new…
Read Moreabout New Theories of Liability

  Yes, the Department of Labor’s Employee Benefits Administration (EBSA) regularly pursues violations of ERISA, recovering funds for retirement plan participants. Civil corrections, litigation and even criminal indictments are all possibilities for plan fiduciaries under…
Read Moreabout ERISA: Civil Violations? 

  Despite hopes that a “heightened standard” for excessive fee claims would result in plan sponsors winning more motions for the dismissal of ERISA lawsuits, the fact is: plan sponsors are losing even more motions…
Read Moreabout Weeding Out Claims?

  Serving as an executor requires a commitment of time,  ideally, beginning when a will is made and the role accepted. Preparatory conversations about intentions and pragmatics, such as account information, will be a gift…
Read Moreabout Help for Executors: Probate Lawyers