Our Blog - Surety Matters

  Given the rapid pace of evolving technology—and today’s litigious environment—benefit industry experts remind plan sponsors that protecting participant data against cybersecurity breaches is an increasingly pressing duty. Since it’s not a matter of “if”…
Read Moreabout Data Protection: Who Has Access?

  As anticipated, a bipartisan group of leaders in Congress have signaled that they will issue corrections related to the massive SECURE 2.0 Act which was passed at the end of 2022. Although no timeframe…
Read Moreabout SECURE 2.0: Technical Corrections

  “Avoid probate,” is a buzzy phrase in estate planning. Keep in mind, however, that though the public process of settling our affairs does take some time and administrative wear and tear, it can be…
Read Moreabout Probate: Not All Bad

  Safeguarding assets is important to everyone, and those who own businesses arguably need to pay particular attention to both company and personal assets. Limited Liability Companies (LLCs) and Trusts can each play a different…
Read Moreabout Asset Protection: LLC Vs Trust?

  When you agree to serve as the fiduciary responsible for the affairs of a friend or relation upon their death, be aware that some drama could crop up, especially if there is no estate…
Read Moreabout Probate Drama: Surprise?

  Creating a will is a great way to ensure assets and treasures, be they few or many, end up where we want them to—with designated loved ones, friends or charities. Be careful though: what…
Read Moreabout Contingent Beneficiaries?

  In our daily lives we are becoming more and more accustomed to “automatic everything.” With this in mind, though some plan sponsors are fearful that stepping up auto-escalation could deter participation, industry experts point…
Read Moreabout Go Ahead: Escalate!

  Plan sponsors play a critical role in getting Gen Z employees off to a great start on both retirement savings and overall financial wellness. Toward that end, being a trusted source of information, and…
Read Moreabout Retirement Intel for Younger Employees

  Fact of life: families change—and so do the needs of the individuals in them. Accordingly, financial plans, accounts, documents, named beneficiaries and appointed fiduciaries must be reviewed and adjusted periodically in order to keep…
Read Moreabout Complex Family? Estate Plan!