Surety Matters

Our blog covering the latest in bonds and insurance
Cyber 01.23.2021

Raising Awareness About Data Privacy  

  Mark your calendar: Data Privacy Day is January 28, 2021. As a matter of fact, go ahead and mark every day on your calendar as a day to respect and safeguard data, especially personally…
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Raising Awareness About Data Privacy  
ERISA 01.20.2021

Blackrock’s 401(k) Plan Heads To Trial

Doubts about whether Blackrock’s 401(k) followed the Plan’s Investment Policy Statement have led to the class action suit. Relatedly, here are three critical questions for retirement plan sponsors. What Is the Investment Policy for Your…
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Blackrock’s 401(k) Plan Heads To Trial
ERISA 01.15.2021

Steering Forward: Get Your Plan Participants Focused

  Well, 2021 is here. Now what? Your retirement plan participants will appreciate reminders about nuts and bolts—especially considering some of the regulatory shifts made as COVID-19 emerged last year. Participants In Their 70’s?  Whether…
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Steering Forward: Get Your Plan Participants Focused
ERISA 01.13.2021

Retirement Planning: Don’t Forget to Ask “Where?”

Retirement planning commonly revolves around “how much” and “when.” An often overlooked question is “where” and it matters a lot. Assumptions, Dreams, and Realities Typically, retirement planning is rooted in making assumptions about the annual…
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Retirement Planning: Don’t Forget to Ask “Where?”
Fidelity Bonds 01.13.2021

A Resolution for Plan Sponsors: High Expectations

Mergers and acquisitions are changing the marketplace of 401(k) plan service providers. Plan sponsors are advised to have high expectations. Expect Robust Products and Services Although the mergers and acquisitions among service providers in the…
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A Resolution for Plan Sponsors: High Expectations
ERISA 01.07.2021

Booming Times for Cyber Criminals Continue

2020 was a great year—for cybercriminals. Security experts predict this unfortunate trend will continue and suggest priorities for our attention. Home Environments: Not As Secure As Corporate Networks At Ernst and Young, an expert warns…
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Booming Times for Cyber Criminals Continue
ERISA 01.07.2021

A Resolution for Plan Sponsors: High Expectations

Mergers and acquisitions are changing the marketplace of 401(k) plan service providers. Plan sponsors are advised to have high expectations. Expect Robust Products and Services Although the mergers and acquisitions among service providers in the…
Read Moreabout A Resolution for Plan Sponsors: High Expectations

A Resolution for Plan Sponsors: High Expectations
ERISA 01.07.2021

Sound Beginnings for Plan Sponsors in 2021

  The turning of the years is an important time for plan sponsors to hit pause and ensure that the policies and operations of their retirement plans are sound. Review Basic Plan Policies and Operations…
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Sound Beginnings for Plan Sponsors in 2021
ERISA 12.23.2020

The Critical Importance of Employer Sponsored Retirement Plans

The pandemic has demonstrated how much people need and want to save—and the valuable role employers have in helping them do so. Protect your plan in 2021! Retirement Savings Provide Relief The disruptions of 2020…
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The Critical Importance of Employer Sponsored Retirement Plans