Our Blog - Surety Matters

Our blog covering the latest in bonds and insurance
Cyber for Plan Sponsors 12.02.2022

Cybersecurity: What About Your Vendors?

  Business owners of all kinds are learning fast: cybersecurity strategies and tactics are integral to running a successful company. Attention to the cybersecurity protocols of any and all vendors (aka service providers) the company…
Read Moreabout Cybersecurity: What About Your Vendors?

Cybersecurity: What About Your Vendors?
Cyber for Plan Sponsors 11.22.2022

Outcome Oriented

  A recently study of nearly 2,500 adults points to what is well understood intuitively: people have messy feelings about retirement, and this makes it challenging to target communications and information about retirement savings plans….
Read Moreabout Outcome Oriented

Outcome Oriented
Cyber for Plan Sponsors 11.22.2022

Orphan Accounts?

Plan sponsors are advised to stay on top of communications with former employees who leave their 401k accounts behind. The fiduciary risks associated with “orphan” accounts stack up. Facilitating portability is also wise, as is…
Read Moreabout Orphan Accounts?

Orphan Accounts?
Cyber for Plan Sponsors 11.08.2022

Pretirement: : A New Life Stage?

  Although the word is new, we probably all know someone who, perhaps nudged into it by the pandemic, is “pretired”—working, but not in the same way as before, on the path toward retirement. Indeed,…
Read Moreabout Pretirement: : A New Life Stage?

Pretirement: : A New Life Stage?
Cyber for Plan Sponsors 11.08.2022

Devastating To Plan Participants

  Among other fiduciary breach claims, a new lawsuit, filed by retirement plan participants against a freight transporting business, alleges plan sponsor failure to monitor revenue-sharing payments for reasonableness, and describes the results to participants…
Read Moreabout Devastating To Plan Participants

Devastating To Plan Participants
Cyber for Plan Sponsors 11.08.2022

Summary Plan Description?

  A proper SPD is mandatory for compliance of the company sponsored retirement plan with ERISA. Importantly, a good, solid SPD is also helpful in the administration of the retirement plan and can even be…
Read Moreabout Summary Plan Description?

Summary Plan Description?
Cyber for Plan Sponsors 11.08.2022

2023’s Coming: Contribution Limits

  Though many of us are still wondering where August went, we’re actually closer to New Year’s 2023 then Labor Day 2022. The government has announced the contribution limits for elective deferrals to retirement accounts…
Read Moreabout 2023’s Coming: Contribution Limits

2023’s Coming: Contribution Limits
ERISA 11.01.2022

Running Out of Money

  That’s a big worry the majority of retirement plan participants, according to industry surveys. Participants also indicate interest in establishing consistent monthly income streams, but plan sponsors are unsure how to go about providing…
Read Moreabout Running Out of Money

Running Out of Money
ERISA 11.01.2022

Conducting Due Diligence on Advisors

The responsibility of conducting due diligence on the retirement plan advisor is a daunting tasks for most plan sponsors. Without finance and investment experience, it can indeed be difficult to periodically review the performance of…
Read Moreabout Conducting Due Diligence on Advisors

Conducting Due Diligence on Advisors