When a trust is established as part of an estate or care plan, it may be wise to designate a professional fiduciary to administer it. Professional fiduciaries can relieve loved ones and friends of... Read Moreabout Trusts: Naming A Professional Fiduciary? The post Trusts: Naming A Professional Fiduciary? appeared first on Colonial Surety ..read more

  Safeguarding, maintaining, and ultimately selling off a family home tends to be one of the biggest and most time consuming responsibilities executors face when bringing the affairs of a loved one to closure through... Read Moreabout Probate Challenge: The Family Home The post Probate Challenge: The Family Home appeared first on Colonial Surety ..read more

  It’s been almost five years since supply chain disruptions became newsworthy, but the challenges to the construction industry show no signs of letting up. Short of a magic wand, it might be helpful to... Read Moreabout Succeeding Despite Challenges The post Succeeding Despite Challenges appeared first on Colonial Surety ..read more

  In the scurry to better leverage technology in the construction business, don’t be too quick to rule out wearable technology. The options are growing for everything from AR Glasses and VR Headsets to Motion... Read Moreabout Wearable Tech? The post Wearable Tech? appeared first on Colonial Surety ..read more

  Claims focused on “failed fiduciary process” related to the use of plan forfeitures  continue to bubble up. With the lawsuits winding through federal courts, it’s too early to know if they will trigger the... Read Moreabout Forfeiture Claims: Copycats? The post Forfeiture Claims: Copycats? appeared first on Colonial Surety ..read more

  When the Employee Retirement Income Security Act makes headlines, it’s usually something for plan sponsors to worry about, such as lawsuits, increased regulatory measures or cybersecurity concerns. But here’s celebratory ERISA news: the 50th... Read Moreabout Celebrating ERISA At 50? The post Celebrating ERISA At 50? appeared first on Colonial Surety ..read more

  The fiduciary duties of retirement plan sponsors apply to both the interests of participants and beneficiaries. Accordingly, it is essential for plan sponsors to make sure the processes for designating, reviewing and updating beneficiaries... Read Moreabout Beneficiary Designations: Essential Practices The post Beneficiary Designations: Essential Practices appeared first on Colonial Surety ..read more

  As plan sponsors across the country wander into the swirl of lifetime income options becoming available, ERISA experts remind them to stay focused on the essence of their fiduciary duties–prudence and loyalty–whenever assessing plan... Read Moreabout Assessing New Products?  The post Assessing New Products?  appeared first on Colonial Surety ..read more

  Winning more profitable projects requires generating more and better leads, as well as determining the right builds to go after. Of course accurate estimates based on the most up-to-date intel and strong financial resources... Read Moreabout Better Bids? Here’s How… The post Better Bids? Here’s How… appeared first on Colonial Surety ..read more

  Despite the pressure on hiring and getting new talent going fast, it’s best not to skimp on time and effort when it comes to onboarding and training. Indeed, careful attention to new employees is... Read Moreabout It Pays Off: Training The post It Pays Off: Training appeared first on Colonial Surety ..read more