Our Blog - Surety Matters

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? To…
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 plan,…
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, avoid…
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 recognizing…
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 Department…
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 should…
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 pave…
Read Moreabout Better Than Litigation? Communication!

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 diversity…
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 to…
Read Moreabout Sorry! Mea Culpa…