Our Blog - Surety Matters

Plan sponsors have a lot of responsibility as fiduciaries when managing an employee benefit plan. They have to make sure that the plan assets are invested properly, employees are given adequate information about benefits, employees…
Read Moreabout Hiring Outside Advisors Does Not Remove Plan Sponsor Fiduciary Liability

Retirement plans and, specifically, their plan sponsors are being threatened more and more by cyber attacks. Recordkeepers, custodians, and third party administrators are being attacked due to all the valuable personal data they harbor and…
Read Moreabout Plan Sponsors Specifically Threatened by Cyber Attacks

To combat the latest cyber-security threats, the company Mozilla stated that its newest version of its Firefox web browser will incorporate an updated malware-blocking service that will verify signatures for the application downloads. If signed,…
Read Moreabout Mozilla to Block Malicious Downloads in Firefox

In this digital province where everyone’s information is found online, it’s a no brainer to make cyber security a priority. When protecting your business and its valuable data, it’s never a smart idea to cut…
Read Moreabout 6 Cyber Security Tips for Small Businesses

A trust settlor, also known as a grantor, trustor, trust maker, or creator, is the person who creates the trust. When making a trust, they establish which property of theirs they will grant to the…
Read Moreabout Who Starts a Trust

Guardians are appointed by courts to aid a person with their financial needs. The most common types of guardians and the ones you’ve probably heard about are guardians of minors. The minor they are aiding…
Read Moreabout Types of Guardianships

County courts in Texas require probate surety bonds when the court appoints someone to handle a deceased person’s estate or often when a will names someone as an estate executor. These bonds are required to…
Read Moreabout Texas Probate Surety Bonds

The role of the third-party administrator has changed greatly over the last decade. TPAs had to learn to become more efficient and provide more cost reduction than their competition in order to maintain business. Because…
Read Moreabout TPAs Risk Drowning Without Efficient Technology

Keeper Security’s 2019 SMB Cyberthreat Study has been released and there’s one particularly alarming statistic: of the small businesses surveyed, 25% have “no idea where to start” when formulating a cyber attack prevention strategy. Preventing…
Read Moreabout Study: 25% of Small Businesses Don’t Know Where to Start on Cybersecurity