Our Blog - Surety Matters

Information about how ERISA litigation is playing out in courtrooms across the country helps retirement plan fiduciaries understand their increasing responsibilities. With the Department of Labor’s recent call to action on cybersecurity, fiduciaries from plans…
Read Moreabout Expanding: ERISA Fiduciary Responsibilities

  New data points to the importance of plan sponsors continuously communicating with employees about how even modest savings add up on the path to retirement. Here are tips on boosting confidence in retirement saving….
Read Moreabout Can’t Afford to Save?

Under ERISA, Business owners who sponsor 401(k) plans have important fiduciary responsibilities related to the prudent selection and monitoring of service providers. EBSA has now issued guidance to ensure plan sponsors choose service providers who…
Read Moreabout High Expectations: Cybersecurity Updates

It’s no secret that ERISA Class Actions have been on the rise, putting fiduciaries in the hot seat, especially related to decisions about plan fees. Though large plans were initially the prime targets, claims are…
Read Moreabout Targeting Smaller Plans: ERISA Class Actions

Given the likelihood that all of our businesses will at some point experience a cyber breach, experts emphasize the importance of naming a designated response team. A cyber breach does not necessarily spell disaster, but…
Read Moreabout Cyber Breach Response: Who’s Ready?

Busy person and plan sponsor: one and the same, right?  As a business owner, you’ve likely found that sponsoring a retirement plan for yourself and your employees, though critically important, can really add to your…
Read Moreabout Easy To Forget: Reminders for Plan Sponsors

  Starting and administering a 401(k) retirement plan can be a daunting challenge for small businesses. Tax credits can help. If you’ve previously begun a plan, you may even be eligible for tax credits now….
Read Moreabout 401(k) Tax Credits for Small Businesses

Many 401k savers are unrealistic when budgeting for retirement. Healthcare costs are frequently underestimated, with Medicare coverage largely misunderstood. When educating plan participants about retirement savings, plan sponsors are encouraged to raise awareness about the…
Read Moreabout Medicare Basics for Retirement Budgeting

  When cyber crimes lead to the fraudulent distribution of retirement funds, who is responsible? While official answers play out in court rooms and regulatory departments across the country, legal experts offer practical advice to…
Read Moreabout Responsibilities and Risks: Cyber Theft