Our Blog - Surety Matters

  Observing that the cybersecurity guidance provided this year by the Department of Labor (DOL) is very high level, leaving details somewhat fuzzy, legal experts suggest specific actions for plan fiduciaries. Beware that the DOL…
Read Moreabout Action Steps for Fiduciaries: Cybersecurity

In the face of heightened and ongoing security threats, the Society of Professional Asset Managers and Recordkeepers (SPARK) has developed specific recommendations about what plan sponsors can do to prevent retirement account fraud. The suggestions…
Read Moreabout Fraud Control and Retirement Accounts?

Experts observe that during the pandemic, participants started asking more questions about investment plans and fees, ultimately pointing to flaws that hinder retirement savings to thrive. Now, a swell of new ERISA lawsuits are advancing…
Read Moreabout Flawed Retirement Plans?

New research shows that 70% of workers between the ages of 18 and 23 are saving for retirement. Though their account balances are modest, pension experts observe that this is a promising trend, given that…
Read Moreabout Gen Z: Most Ready To Retire?

  Hefty plan fees are often the central issue in the rising tide of 401k lawsuits. There were a record number of 401k lawsuits in 2020 and business experts anticipate litigation will advance at a…
Read Moreabout Plan Fees?

  As the swell of ERISA lawsuits continues, court rulings serve as reminders to all plan fiduciaries to actively and continuously monitor and control investment costs.  The  precedents set in large settlements are opening the…
Read Moreabout Fiduciaries Accused of Breaching Duties

With small businesses across the country contracting or expanding in sync with the challenges and opportunities at hand, retirement plan sponsors are encouraged to customize the plan to meet current needs. Experts provide examples of…
Read Moreabout Plan Design for Shifting Times

Small businesses are confronting tight hiring markets as they strive to recover from the pandemic’s economic impact. Offering a retirement plan can be a competitive advantage. Here is guidance and cautionary advice for business owners…
Read Moreabout Retirement Plan Fundamentals

  Small businesses juggle so many challenges and opportunities in the forge forward. Given tight resources, it is tempting to think that cyber breaches won’t happen “to us.” Of course that’s not a real risk…
Read Moreabout Small Biz? Cyber Security Tips