Our Blog - Surety Matters

Retirement plan sponsors can easily find themselves going down the rabbit hole of ERISA requirements. Even the lingo can be head tripping. Given what’s at stake though, —-a retirement account is often the biggest asset…
Read Moreabout Fiduciary Duties: Ask Why

  Will the wave of ERISA lawsuits related to the handling of retirement plan forfeitures result in a potential upheaval of how these funds must be managed? Only time will tell, but as allegations continue…
Read Moreabout ERISA Hot Button: Forfeitures?

With millions of American families grappling with the complex terrain of addiction, proactive estate planning is an important way to craft a safety net—-a framework of carefully considered strategies that provide stability and support in…
Read Moreabout Addiction and Estate Planning

Make things as easy as possible for yourself, and the loved ones who will eventually step in to help, by proactively organizing your digital affairs. For example, carefully provide account and access information to your…
Read Moreabout Digital Accounts? Estate Planning Tips

What do heroes, heartbreaks and hopes have to do with sponsoring a 401k plan? A whole lot when we pause to remember: ultimately, our duties as fiduciaries are about people—people who aspire to healthy and…
Read Moreabout Heroes, Heartbreaks and Hopes…

  Several recent incidents involving the improper access of retirement data by third party call center representatives underscore the important role plan sponsors must play in mitigating cybersecurity threats. Unfortunately, the majority of cyber breaches…
Read Moreabout Out of Business In 6 Months?

Loss brings legal complexities. Someone must settle the estate. Enter the personal representative, a fiduciary. This role demands trust and strict adherence to law. Read on for an understanding of the overall duties of personal…
Read Moreabout Personal Representative Duties Explained

Though we associate estate planning with death, the reality is that it’s mostly about preparing to live a good, long life, even as we experience age-related declines. It’s especially wise for women to attend to…
Read Moreabout Age Well: Planning Advice for Women

  Recognizing that they will quite likely work into their 70s, Gen Z employees are looking for ways to build breaks (aka micro-retirement) into their careers. Meanwhile, Baby Boomers are returning to work. Both approaches…
Read Moreabout Micro Retirement? Un-Retiring?