Our Blog - Surety Matters

Spending trends are way up! Pension industry experts advise retirement plan sponsors to ensure participants are receiving a steady flow of information about saving and retirement planning. Thriving retirement plans focus on high levels of…
Read Moreabout Revenge Spending vs Retirement Savings?

As the lifetime income illustrations mandated by the SECURE Act begin to appear on participant statements, experts predict there will be even more interest in annuities. Plan sponsors are addressing the growing interest in annuities…
Read Moreabout Lifetime Income: Annuity Interest?

As a plan sponsor, one of your critical duties is the selection and monitoring of the plan service providers. If they make an error, you could be held personally liable. Though you can never fully…
Read Moreabout On The Hook: Errors Caused By Providers?

  Some Trust and Estate lawyers are observing a rise in claims of undue influence related to the affairs of decedents who suffered from dementia. The recent Matter of Varrone from Surrogate’s Court in Queens…
Read Moreabout Undue Influence?

Family disputes over real estate or gifts. Contesting wills or trusts. Conflicts about guardianships or conservatorships. These are all examples of issues that can result in lengthy probate litigation cases. Experts advice families on the…
Read Moreabout Probate Litigation?

Imagine your loved ones digging through papers while in a state of grief? Unfortunately, this is what happens when there is a death in the family before affairs are put in order. For additional incentives…
Read Moreabout Grieving and Playing Detective?

 Finding that 45% of retirement plan participants do not understand the information they receive about fees, the Government Office of Accountability has given the Department of Labor recommendations for strengthening fee disclosure regulations. What Will…
Read Moreabout Head’s Up: Fee Disclosures?

As the work world—and employee expectations—continue changing rapidly, don’t be surprised by a curiosity about the potential for cryptocurrency as an investment option in the company retirement account. There are in fact a growing number…
Read Moreabout Cryptocurrency and 401(k)?

Studies find that retirement plan participants crave more clear communication. Jargon is off-putting for everyone—and especially for Generation Z and Millennials. Industry experts conclude that even small changes can increase clarity, understanding and engagement. What…
Read Moreabout Retirement Lingo: Scratch The Jargon