Our Blog - Surety Matters

As numerous Americans continue to work remotely during the start of the summer, the Labor Department has introduced a brand new safe harbor for electronic disclosures. The final rule initiated is congruent to the rule…
Read Moreabout Department of Labor Unveils Novel Safe Harbor for E-Delivery

In a May 11th letter to the Director of the IRS Office of Employee Plans, the American Retirement Association suggested enhancements in the interim amendment process for pre-approved plan documents. The ARA indicates that the…
Read Moreabout ARA Endorses Interim Amendment Process Improvements for Pre-Approved Plans

In step with the U.S. Department of Treasury and the IRS, the U.S. Department of Labor published deadline leeway and direction for ERISA-related group health and welfare plans regulated by the Employee Retirement Income Security…
Read Moreabout DOL Relaxes Deadlines for ERISA-Governed Group Health Plans

A U.S. Supreme Court decision from a few months ago has resulted in a ruling that is potentially helpful for plaintiffs/lawyers to bring ERISA actions. The United States Supreme Court decided in Intel Corp v….
Read Moreabout Can Employees Who Didn’t Read Benefit Disclosure Still Sue?

The novel $3 trillion stimulus bill, passed on May 15, encompasses retirement initiatives voiced by the American Retirement Association. The House of Representatives signed off on the “Health and Economic Recovery Omnibus Emergency Solutions” (HEROES)…
Read Moreabout New House-Passed HEROES Act Includes Retirement Clarity

It can be difficult for pension professionals to juggle servicing multiple employee benefit plans at once. With Errors and Omissions protection, pension professionals safeguards against covered losses from any actual or alleged negligent act, error, or…
Read Moreabout How Errors & Omissions Coverage Protects Pension Professionals from Costly Mistakes

As the dynamic ripples of the COVID-19 pandemic continue to sculpt the current marketplace, it is vital for plan sponsors to augment their establishment’s retirement plans for what may lie ahead. Warranting the efficiency of…
Read Moreabout 4 Plan Sponsor Action Plans During COVID-19

For those who are perplexed about the recent CARES Act legislation, the IRS has some answers for you. The organization laid out 14 common questions and answers to the May 4 Q&As concern Section 2202…
Read Moreabout IRS Answers Common CARES Act Questions

The Employee Benefit Security Administration (EBSA) just launched deadline relief and recommendations related to the current impact of the COVID-19 pandemic, including expanding “good faith” application of electronic delivery. According to the EBSA’s “Disaster Relief…
Read Moreabout EBSA Gives Filing Relief for ERISA-Related Deadlines