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Retirement Funds: Performance vs ESG

poor performance and excessive fees linked to ESG strategies.” Specifically, the allegations claim the employer, plan committee and administrators of the 401k  “violated their fiduciary duties under the Employee Retirement...
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Benefit Management Priority: Cybersecurity

...Omissions Insurance to Fiduciary Liability Insurance, Employment Practices Liabiity Insurance–and more, we’re HERE with the coverages pension professionals need to keep the business going—and growing.   Insurance for Pension Professionals...
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Educational Policy Statement: Required?

...ensure compliance. Uniquely, Colonial includes retroactive ERISA fidelity bond coverage for years when the plan was not adequately covered. Additionally, plan sponsors can opt for comprehensive, multi-year coverage packages, ensuring...
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Pursuing Benefits for Veterans: Don’t Give Up

...it, considering the overall value of securing monthly support. As with any professional you hire, be sure to check references, prices and services carefully, so you don’t become a victim...
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The Door’s Wide Open: ERISA Litigation

...Insurance to Fiduciary Liability Insurance, Employment Practices Liability Insurance–and more, we’re HERE with the coverages pension professionals need to keep the business going—and growing. Insurance for Pension Professionals Right Here....
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Stay Alert:Recordkeepers

...need to keep the business going—and growing. Insurance for Pension Professionals Right Here.   Colonial Surety Company is rated “A Excellent” by A.M. Best Company, U.S. Treasury listed and in business...
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Compliance: Year End Responsibilities

non-compliance, obtaining legal guidance and proactively utilizing the Employee Plans Compliance Resolution System (EPCRS) (Rev. Proc. 2021-30) is the recommended course of action.   Adherence to legally required participant communications...
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Action Items: SECURE 2.0

2024). Although some of the new SECURE 2.0 provisions became effective at the start of 2023, others become effective in 2024 and 2025, making vigilance to compliance issues and attention to...
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Estate Planning For Art Collectors

...to the general public, Colonial Surety  Company offers an innovative Partnership Account® for Attorneys. This free business service provides user-friendly client management dashboards, enabling attorneys to easily coordinate, view, complete and e-file...
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