Our Blog - Surety Matters

Market Volatility and Retirement Plans Market volatility makes everyone nervous. Retirement industry executives suggest that now is a great time for plan sponsors to double down on efforts to communicate and share educational information with…
Read Moreabout Market Volatility and Retirement Plans

Security leaders are advising businesses to tighten up basic cybersecurity practices and protocols, observing that malicious actors are exploiting fundamentally weak controls to break into businesses and wreak havoc with data and accounts.   Welcoming…
Read Moreabout Weak Controls: Threat Actors Welcome

  Even if the magnitude and omnipresence of cyber threats has had you and your small business frozen like a deer in the headlights, you can get up to speed with expert advice and practical…
Read Moreabout Cybersecurity: Deer In The Headlights?

  Much about leaving the pandemic behind remains unclear, but new certainties are taking hold in workplaces. With survey data showing that as many as 82% of business leaders are embracing the new norm of…
Read Moreabout Cybersecurity and Hybrid Workplaces?

  There are state, federal, and even international laws governing the notification processes that must be followed following a cyber incident that compromises data. Businesses of all sizes are obligated to adhere to the laws….
Read Moreabout Data Breach Notification Laws?

  Though not a widespread issue, employers who delay or fail to make the appropriate contributions to the retirement plan are a concern for all. Accordingly, the U.S. Department of Labor has issued a list…
Read Moreabout Warning Signs: Contribution Fraud?

  Who approves beneficiary designation forms? Enrollment materials? What about adjustments to employer’s discretionary contribution? Ever notice how many “routine decisions” are being made for the 401k plan? How confident are you that all decisions…
Read Moreabout Who Decides?

Due dates are fast approaching. Here is a helpful snapshot to make sure you are in compliance and avoid penalties. Get the scoop on efficient, effective and affordable cyber and fiduciary liability protection designed especially…
Read Moreabout Upcoming Deadlines for Plan Sponsors

  Yes, the failure of retirement plan fiduciaries to act can result in an Employee Retirement Income Security Act (ERISA) fiduciary breach lawsuit. For example, a class action lawsuit could accuse fiduciaries of failing to…
Read Moreabout Failure to Act?