Our Blog - Surety Matters

  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

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 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

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

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 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

 As the oldest members of the Millennial generation are headed into their forties, encourage increased saving efforts via 401(k) plans. Unprecedented Challenges—and Possibilities Too Millenials have been the largest generation in the US labor force…
Read Moreabout Millennials and Retirement Savings: The Importance of the 401(k)

Increasingly, business strategies are expanding from cybersecurity basics to the broader approach of cyber resilience. This is important for retirement plans too! Preventing Threats—and Enabling Business Continuity Too No matter how good the cybersecurity controls…
Read Moreabout Is Your Retirement Plan Ready for a Data Breach?

Older workers and retired plan beneficiaries will appreciate stepped up communications related to safely accessing their retirement accounts in this digital era.  Identity Fraud: $17 Billion  Increasingly, identity theft—and fraud are impacting more and more…
Read Moreabout Protecting Your Plan’s Most Vulnerable Participants