Our Blog - Surety Matters

Retirement plan fiduciaries are responsible for these answers—no matter how big or small the plan and the company are. In the event of legal and compliance challenges, big companies face big-dollar lawsuits (like Blackrock’s recent…
Read Moreabout Pop Quiz: Plan Fees? Investment Options?

   Fidelity Investments’ 2021State of Retirement Study found that many plan participants would benefit from increased knowledge about the fundamentals of secure retirement. Here are some helpful points of emphasis for communications with plan participants….
Read Moreabout Lots To Learn: Retirement Savings

  The Employee Retirement Income Security Act (ERISA) was passed in 1974. Think about how much has changed since then! No wonder there is increasing pressure for thorough regulatory updates to better protect the trillions…
Read Moreabout Overdue: Updated Protection Plans

First quarter studies show that women are rowing hard to gain financial ground after the disruptions of 2020. The trends provide retirement plan sponsors with valuable insights to inform plan design and communications. Expect The…
Read Moreabout Rowing Forward: Women and Retirement Savings

Retirement plan sponsors take note: April 1 is a deadline for some retirement plan to take a Required Minimum Distribution (RMD) from their accounts. This can be confusing and stressful without proper planning. Here’s what…
Read Moreabout Required Minimum Distributions: The Basics

With clues to our identities now easily available all around the digital space, we are making it easier for cybercriminals to locate, us, figure out our passwords, and dig into our contact data too. Share…
Read Moreabout Digital Identity: Protection Advice

  Legal experts caution that the Department of Labor could be headed toward formalizing the cybersecurity responsibilities of retirement plan fiduciaries. Don’t be unprepared at the narrowing intersection between ERISA fiduciary duties and the cybersecurity…
Read Moreabout Cybersecurity: What Will The DOL Decide?

There are a lot of dreams tucked in with the dollars in the company-sponsored retirement plan. Freedom from routine. Health. Time with family. What else? Exploring the possibilities can motivate savings—plus, it’s energizing to think…
Read Moreabout Reinventing Futures: Retirement Savings

Your employer-sponsor retirement plan can probably tell the tale of this topsy turvy year: staffing changes, a shift to remote work, and, potentially, distribution and loan provisions allowed by the CARES Act. How should you…
Read Moreabout What’s Changed? Plan Auditors Need to Know