Our Blog - Surety Matters

  The role of employers in helping workers plan and save for retirement is growing and recordkeeping service providers are responding with expanded offerings, often provided through third parties. Accordingly, when selecting and monitoring recordkeepers,…
Read Moreabout Recordkeepers and Their Providers: Diligence!

  Retirement plan service providers have been investing in online tools and content to keep plan participants more engaged, informed and active in managing their paths to retirement. Recent research illustrates how digital experiences are…
Read Moreabout Saving for Retirement: Technology Helps

  That’s how many Baby Boomers are retiring—each day. In 2024, the United States will have more 65 year olds then at any other time in history. Experts observe that those planning for retirement are…
Read Moreabout 10,000 A Day?

Yes! These two different forms of protection exist for different reasons. Experts explain the purpose of each and the important roles these protections play in employer sponsored retirement plans. Understand the coverages you need as…
Read Moreabout ERISA Bond and Fiduciary Liability Insurance?

  The Supreme Court’s decision in Hughes v. Northwestern University earlier this year did not add or change fiduciary standards. Nevertheless, the case shone the spotlight on the duty of prudence by plan sponsors in…
Read Moreabout The Duty of Prudence: 5 Compliance Actions

  Interest in yoga and pilates has been steadily growing for years—and in many ways, the pandemic spurred even greater interest in flowing, flexing, stretching and becoming more mindful. Instructors find themselves with waitlists, online…
Read Moreabout Good Times: Yoga and Pilates

  If the swirl of excessive fee lawsuits has you chasing down the retirement plan providers offering the lowest fees, hit pause. The fiduciary obligations of plan sponsors do not require committing to the options…
Read Moreabout Chasing The Lowest Fees?

  Regulations, employee turnover, cybersecurity guidelines, investment options in bumpy times—these and more mean retirement plan sponsors never have a dull day. With September fast approaching, it’s time to make note of important actions needed…
Read Moreabout September’s Coming…

Great Expectations: Clients! Necessity resulted in businesses of all kinds making rapid changes to the customer experience during the worst days of the COVID-19 pandemic. Now, there’s no going back: expectations for ease, speed and…
Read Moreabout Great Expectations: Clients!