Surety Matters

Our blog covering the latest in bonds and insurance
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…
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Sound Beginnings for Plan Sponsors in 2021
Cyber 01.01.2021

Head’s Up for Plan Sponsors: 2021 Will Be Hopping!

Experts anticipate that 2021 could bring plan sponsors more regulatory action to keep on top of—and increased litigation concerns too. Trends and Predictions With cybersecurity increasingly a challenge, some legal experts predict that in 2021,…
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Head’s Up for Plan Sponsors: 2021 Will Be Hopping!
Cyber 12.31.2020

Retirement Plan Audits and Cybersecurity

As plan sponsors put cybersecurity protections in place, they will find it helpful to prepare for related questions from benefit plan auditors. Follow The Auditors Although the Department of Labor has not issued specific guidance…
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Retirement Plan Audits and Cybersecurity
Cyber 12.31.2020

Cybersecurity Forecast for 2021

Many of us have started paying increased attention to cybersecurity at work and at home. Experts advise that we are nowhere near done with data protection. Disruption Opens More Possibilities for Criminals The space between…
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Cybersecurity Forecast for 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…
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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…
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$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…
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Prudence and Loyalty: New Regulations for Plan Fiduciaries
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…
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Secure Everything: The Need for Cyber Vigilance Is Here To Stay
ERISA 12.10.2020

Millennials and Retirement Savings: The Importance of the 401(k)

 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…
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Millennials and Retirement Savings: The Importance of the 401(k)