Our Blog - Surety Matters

  The storm of lawsuits alleging violation of Employee Retirement Income Security Act (ERISA) fiduciary duties continues to push plan sponsors into settlement negotiations. Though costly, settling before trial frequently ends up becoming more appealing…
Read Moreabout Challenging Times for Plan Sponsors

Before reggae legend Bunny Wailer, aka Neville O’Riley Livingston, died earlier this year at the age of 73, he had made a will and appointed co-executors. In the will, he named each of his thirteen…
Read Moreabout Bunny Wailer: Estate Conflict?

What happens when you add procrastination and misinformation together? For many of us, the combination equals failure to make an estate plan—and loved ones in disarray when we die. Estate planning experts have lots of…
Read Moreabout Get The Facts: Estate Planning?

  To encourage retirement plan fiduciaries to bring plans into compliance with the Employee Retirement Income Security Act (ERISA), the Employee Benefits and Securities Administration(EBSA) administers the Voluntary Fiduciary Correction Program (VFCP). In 2021, the…
Read Moreabout ERISA Law: Correcting Violations?

  That’s what retirement plan sponsors across the country need to be asking their plan administrators about this quarter. Why? The 2019 Secure Act mandated that participants receive two illustrations, at least once each year,…
Read Moreabout Income Illustrations?

Form 5500? Experts remind retirement plan sponsors that they have “two masters”: the Department of Labor (DOL) and the Internal Revenue Service (IRS). While the Department of Labor oversees compliance with ERISA, the IRS polices…
Read Moreabout Form 5500?

  With more and more of our lives taking place in the digital realm, our valuables are no longer limited to just those we can touch. Digital assets now require explicit attention during estate planning….
Read Moreabout Appoint a Digital Executor?

The “great resignation” is not over: a survey from Principal Financial Group found that a third of workers in the U.S. are considering job changes or retirement in the next 12-18 months. Benefits are going…
Read Moreabout Retirement Plans In Demand

Recently, the Missouri teacher’s pension fund was attacked—exemplifying just how vulnerable retirement funds are to cyberattacks. Cybersecurity experts provide practical advice to help plan sponsors protect the retirement savings of their employees and beneficiaries. Always…
Read Moreabout Lessons From A Recent Hack