Surety Matters

Our blog covering the latest in bonds and insurance
Cyber 03.25.2021

Cybersecurity: What Will The DOL Decide?

  Legal experts caution that the Department of Labor could be headed toward formalizing the cybersecurity responsibilities of retirement plan fiduciaries. Don’t be unprepared at the narrowing intersection between ERISA fiduciary duties and the cybersecurity…
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Cybersecurity: What Will The DOL Decide?
ERISA 03.25.2021

Reinventing Futures: Retirement Savings

There are a lot of dreams tucked in with the dollars in the company-sponsored retirement plan. Freedom from routine. Health. Time with family. What else? Exploring the possibilities can motivate savings—plus, it’s energizing to think…
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Reinventing Futures: Retirement Savings
ERISA 03.25.2021

What’s Changed? Plan Auditors Need to Know

Your employer-sponsor retirement plan can probably tell the tale of this topsy turvy year: staffing changes, a shift to remote work, and, potentially, distribution and loan provisions allowed by the CARES Act. How should you…
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What’s Changed? Plan Auditors Need to Know
ERISA 03.14.2021

Cyber Security and Small Businesses

  Small businesses are lucrative targets for cybercriminals. Maddeningly, they are even considered “low-hanging fruit.” That puts every business—and its retirement plan data—at risk of a breach. Are you ready? Access To Money and Data…
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Cyber Security and Small Businesses
ERISA 03.12.2021

Hoping To Retire Someday Soon?

Now more than ever, employees are turning to the workplace for information and tools to help with financial wellness. Employees nearing retirement will benefit from the information to support their planning efforts. Plan sponsors are…
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Hoping To Retire Someday Soon?
ERISA 03.12.2021

Impactful Retirement Plan Design Features

Across the country, employers are looking for ways to help workers secure their financial futures while steering out of the pandemic and related economic disruption. Retirement planning experts suggest focusing on impactful plan design features….
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Impactful Retirement Plan Design Features
ERISA 03.10.2021

Most ERISA Lawsuits Don’t Make Headlines

  Participants in the American Red Cross Savings Plan are suing the organization—and many of its fiduciaries—over excessive fees. Retirement plan fiduciaries from businesses of all sizes are taking note! Breach of Duties Alleged Regarding…
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Most ERISA Lawsuits Don’t Make Headlines
ERISA 03.10.2021

Successful Retirement Plans: What’s Your End Goal?

Why do you sponsor a retirement plan for employees? What’s your desired end result? What metrics do you use to gauge success? How Do You Measure Success? The administrative and compliance responsibilities associated with sponsoring…
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Successful Retirement Plans: What’s Your End Goal?
ERISA 03.10.2021

Decreasing Financial Stress at Work

Employees who are less worried about their finances do better at work—and of course that creates a ripple that benefits business. It makes good sense to attend to the financial wellness of workers.  Common Sense…
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Decreasing Financial Stress at Work