Our Blog - Surety Matters

If you sponsor a retirement savings plan for employees, for the protection of the plan, you are required by law to have an ERISA fidelity bond. It is also critical for retirement plan sponsors to…
Read Moreabout Explained: ERISA Bonds and Fiduciary Liability Insurance

The last quarter of the year means it’s time for retirement plan sponsors to see how they are doing against their annual compliance checklist. Wondering, “What have I missed?” Jump into action with these tips…
Read Moreabout Fourth Quarter Compliance Check?

We’re all exhausted from scam calls, emails, threats, and so on, but hopefully, we’re mostly on the alert, and successfully fending them off. How are our elderly loved ones faring? Not so well: an FBI…
Read Moreabout Protecting Our Elders From Scams

“To each their own” is wise to remember when it comes to things proudly collected over a lifetime. Sportscards. Pokemon cards. Porcelain dolls. Seasonal cookie jars. Antique coffins. Puppets. Nuclear power plant memorabilia? Name it,…
Read Moreabout Unusual Prized Possessions? Estate Plan!

When you sponsor a 401k plan for employees, you are responsible for protecting their hard-earned retirement savings. In fact, under the Employee Retirement Income Security Act (ERISA), you are a fiduciary, and can be held…
Read Moreabout Overlooking Cybersecurity?

As all eyes have focused on lowering the fees associated with participating in employer sponsored retirement plans, like 401k’s, participants in larger plans have benefitted the most from cost reductions. Can automation, well applied, pave…
Read Moreabout Lower Costs: Automation?

If there are grounds to challenge a trial court’s decision in a civil case, an appellate attorney can argue that legal errors were made, warranting a reversal or modification of the lower court’s decision. Pending…
Read Moreabout Civil Case: Appeal Bonds Explained

As a family business owner, your company is more than an asset—it’s your legacy. You’ve poured your heart into its success, and ensuring its future prosperity is paramount. Safeguard your family’s future and your business…
Read Moreabout Your Business, Your Legacy: Estate Planning

As digital assets, whether of personal, creative or monetary value, continue to represent a bigger slice of our lives, it’s wise to also consider what happens to them if we experience a capacity loss, as…
Read Moreabout Digital Executor: Who’s Yours?