Surety Matters

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Displaying 3 results for: advisor fiduciary breach
ERISA 10.18.2020

Important Reminders About ERISA Bond Compliance

  With class action suits related to 401(k) plans rising sharply, now is a critical time to check that you are in compliance with ERISA regulations. Importantly, this includes ensuring an ERISA bond that properly…
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Important Reminders About ERISA Bond Compliance
ERISA 09.26.2020

Who Needs to Save for Retirement?

All of us! Even before the financial challenges brought on by COVID-19, retirement saving for workers in the US was insufficient—and in fact, worsening. For example, data from 2014-2017 shows that only 40% of employers…
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Who Needs to Save for Retirement?
ERISA 09.09.2020

Hiring Outside Advisors Does Not Remove Plan Sponsor Fiduciary Liability

Plan sponsors have a lot of responsibility as fiduciaries when managing an employee benefit plan. They have to make sure that the plan assets are invested properly, employees are given adequate information about benefits, employees…
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Hiring Outside Advisors Does Not Remove Plan Sponsor Fiduciary Liability