Our Blog - Surety Matters

  Increasingly, retirement plan sponsors are going beyond above and beyond ERISA’s requirements for the provision of plan communications that a wider diversity of employees can more readily understand. Industry experts share the latest on…
Read Moreabout Going the Extra Mile: Multilingual Materials

  There are state, federal, and even international laws governing the notification processes that must be followed following a cyber incident that compromises data. Businesses of all sizes are obligated to adhere to the laws….
Read Moreabout Data Breach Notification Laws?

  Although previous regulatory guidance from the Department of Labor has dampened efforts to include environmental, social and governance (ESG) investment options in retirement plans, experts advice that inclusion of these options can be important…
Read Moreabout ESG Investments and ERISA?

  Experts provide advice on the essentials of preventing unauthorized access to data for criminal use. Read on to understand what is included in a comprehensive cybersecurity plan and how every business can affordably secure…
Read Moreabout Unauthorized Access: Data Protection

  We all have the general sense that cybercrime is a threat to our money, identities and businesses but, for the most part, we cross our fingers and hope it won’t interfere with our to…
Read Moreabout What Exactly Is Cybersecurity?

The American Bar Association (ABA) advises retirement plan sponsors and administrators to pay more attention to cybersecurity. Specifically, sponsors and other fiduciaries are urged to heed the expanding body of litigation occurring at the intersection…
Read Moreabout Intersecting: ERISA Law and Cybersecurity

  Money and data—that’s the obvious answer to why cyber criminals continue to come up with new ways to access our retirement accounts. In the face of growing threats, ERISA law experts are urging retirement…
Read Moreabout Treasure Trove for Cyber Criminals

  Though not a widespread issue, employers who delay or fail to make the appropriate contributions to the retirement plan are a concern for all. Accordingly, the U.S. Department of Labor has issued a list…
Read Moreabout Warning Signs: Contribution Fraud?

  Who approves beneficiary designation forms? Enrollment materials? What about adjustments to employer’s discretionary contribution? Ever notice how many “routine decisions” are being made for the 401k plan? How confident are you that all decisions…
Read Moreabout Who Decides?