Our Blog - Surety Matters

At what age do you become an elder? At what age do you take advice from your elders? Hmmm! Even as answers to these questions remain elusive, one thing is clear: we don’t have all…
Read Moreabout Advice from Elders: Save, Save, Save

Retirement plan sponsors must be able to put their hands on lots of records, ideally without hours or days lost searching. What email thread was that important committee decision documented in? Who’s got the most…
Read Moreabout Information Chaos?

Chosen when a will is written, the executor is legally obligated to carry out the intentions of the “testator” who made the will, as well as to adhere to all state probate protocols when closing…
Read Moreabout Understanding The Responsibilities: Executor

When you created an estate plan during your marriage, it was likely designed to protect assets for a shared future, as well as to protect your spouse should something happen to you, and vice versa….
Read Moreabout Divorce? Your Estate Plan Needs Attention

As a retirement plan sponsor, you are hopefully well aware of ERISA lawsuits that are disrupting businesses, grabbing headlines, and setting precedent. While civil litigation continues to present risks for retirement plan sponsors, it is…
Read Moreabout Civil Violations: The Cost of Non-Compliance

As a retirement plan sponsor, hopefully you have access to wise and professional advice and services to assist you with the responsibility of stewarding the savings of your employees. Nonetheless, ultimately the responsibility for plan…
Read Moreabout Cryptocurrency in the 401K?

Yes, it is possible to contest a will or trust, based on validity, interpretation, or administration. However, though relations or friends may feel anger or disappointment about the plans made by a loved one who…
Read Moreabout Contesting An Estate Plan?

For many grandparents, the joy of grandchildren inspires a desire to leave “even a little something” behind for them. Indeed, monetary gifts, no matter how modest, can prove to be life changing. One way to…
Read Moreabout Grandchildren: Custodial Account?

Though ERISA does not require a committee for the company sponsored retirement plan, having a well trained and organized committee can contribute to prudent decision-making regarding plan administration, investment selection and oversight. A well-functioning committee…
Read Moreabout 401k Committee