Our Blog - Surety Matters

  Remember 2019? Way back then, the SECURE Act mandated retirement plans to provide lifetime income projections to help participants understand their savings. What’s expected now?  How is the retirement industry gearing up—and how’s it…
Read Moreabout Income Projections: On Track?

Investment Choices: Up To Participants? No! The fiduciary responsibilities of retirement plan sponsors don’t stop with offering varied investment options and hoping participants get good results. Fiduciaries must exercise prudence with the options offered—and continuously…
Read Moreabout Investment Choices: Up To Participants?

  When used together, these words spell bad news for retirement plan fiduciaries. Indeed, building on the precedents set over the past years, another “excessive fee” lawsuit has been filed, this time by lawyers from…
Read Moreabout Choices, Fees and Allegations

  Increasingly, retirement plan sponsors are going beyond above and beyond ERISA’s requirements for the provision of plan communications that a wider diversity of employees can more readily understand. Industry experts share the latest on…
Read Moreabout Going the Extra Mile: Multilingual Materials

  Although previous regulatory guidance from the Department of Labor has dampened efforts to include environmental, social and governance (ESG) investment options in retirement plans, experts advice that inclusion of these options can be important…
Read Moreabout ESG Investments and ERISA?

  Experts provide advice on the essentials of preventing unauthorized access to data for criminal use. Read on to understand what is included in a comprehensive cybersecurity plan and how every business can affordably secure…
Read Moreabout Unauthorized Access: Data Protection

  Winning lawsuits against 401k plans have established precedents that are fueling more claims. Industry experts urge plan sponsors to examine the underlying basis of most of the claims. Doing so offers a roadmap for…
Read Moreabout Now What?

  ERISA law holds fiduciaries to high standards, which are actively enforced by the Department of Labor (DOL). Increase your awareness about what that means on a day to day basis as a plan sponsor…
Read Moreabout Get It Right: Fiduciary Duties

  We all have the general sense that cybercrime is a threat to our money, identities and businesses but, for the most part, we cross our fingers and hope it won’t interfere with our to…
Read Moreabout What Exactly Is Cybersecurity?