Our Blog - Surety Matters

Our blog covering the latest in bonds and insurance
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…
Read Moreabout A Resolution for Plan Sponsors: High Expectations

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…
Read Moreabout Booming Times for Cyber Criminals Continue

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…
Read Moreabout Sound Beginnings for Plan Sponsors in 2021

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…
Read Moreabout The Critical Importance of Employer Sponsored Retirement Plans

The Critical Importance of Employer Sponsored Retirement Plans
ERISA 12.23.2020

$28.5 Million Class Settlement in ERISA Case

  The lawsuit, won on behalf of employees of Fidelity Investments is an important reminder to sponsors of retirement plans of all sizes: carefully monitor your chosen service providers. Beware: Breach of Duties As Bloomberg…
Read Moreabout $28.5 Million Class Settlement in ERISA Case

$28.5 Million Class Settlement in ERISA Case
ERISA 12.20.2020

Prudence and Loyalty: New Regulations for Plan Fiduciaries

As anticipated, the U.S. Department of Labor (DOL) has released a final rule updating and detailing the fiduciary duties of prudence and loyalty under ERISA. Plan Sponsors: Pay Attention—Even When Voting By Proxy! The new…
Read Moreabout Prudence and Loyalty: New Regulations for Plan Fiduciaries

Prudence and Loyalty: New Regulations for Plan Fiduciaries
Cyber for Plan Sponsors 12.19.2020

Cyber Threats: Identify Your Incident Response Team

Retirement plans contain sensitive—and valuable information. In addition to securing it, you must be ready to respond to breaches. Who are the experts on your team? What’s On Your Company’s Inventory of Sensitive Data? When…
Read Moreabout Cyber Threats: Identify Your Incident Response Team

Cyber Threats: Identify Your Incident Response Team
ERISA 12.19.2020

Secure Everything: The Need for Cyber Vigilance Is Here To Stay

Cyber attacks are increasing. Experts recommend preparing for this new normal in planning for 2021 and beyond. Don’t forget your retirement plan! The New Normal: Increased Cyber Security Check Point recently surveyed over 600 information…
Read Moreabout Secure Everything: The Need for Cyber Vigilance Is Here To Stay

Secure Everything: The Need for Cyber Vigilance Is Here To Stay