Our Blog - Surety Matters

Cyber attacks are increasing. Experts recommend preparing for this new normal in planning for 2021 and beyond. Don’t forget your retirement plan! The New Normal: Increased Cyber Security Check Point recently surveyed over 600 information…
Read Moreabout Secure Everything: The Need for Cyber Vigilance Is Here To Stay

Increasingly, business strategies are expanding from cybersecurity basics to the broader approach of cyber resilience. This is important for retirement plans too! Preventing Threats—and Enabling Business Continuity Too No matter how good the cybersecurity controls…
Read Moreabout Is Your Retirement Plan Ready for a Data Breach?

Older workers and retired plan beneficiaries will appreciate stepped up communications related to safely accessing their retirement accounts in this digital era.  Identity Fraud: $17 Billion  Increasingly, identity theft—and fraud are impacting more and more…
Read Moreabout Protecting Your Plan’s Most Vulnerable Participants

  Because retirement plans contain sensitive participant data, plan sponsors must step up efforts to protect it from cybersecurity threats. Legal experts urge more precautions. An Explosion of Data Breach Lawsuits As reported by PlanSponsor:…
Read Moreabout Legal Experts Implore Plan Sponsors: Protect The Data!

  As retirement plan sponsors juggle compliance with ERISA—and the evolving landscape of cybersecurity threats—legal experts advise increased diligence. Stay Current The first known use of the word cybersecurity was in 1989—nearly fifteen years after…
Read Moreabout ERISA Pre-dates Modern Computing But Cybersecurity Counts!

  Navigating the pandemic continues to force companies to make tough choices, including temporarily or permanently reducing the workforce. Plan sponsors need to assess the ramifications for 401(k) plans.  Understanding the IRS Partial Termination Rule…
Read Moreabout The 401(k) Partial Termination Rule: Have You Invoked It?

It’s hard to believe but January 2021 is right around the corner! For plan sponsors, that means now is the time to make way for part-time employees to participate in 401(k) plans. Comply With the…
Read Moreabout Part-Time Employees Can Now Contribute to Pension Plans

Employees lack trust in benefit plans. As a business owner—and plan sponsor,  take action to respond to their needs. A great first step: provide more information. What Do Employees Want to Know About Benefit Plans?…
Read Moreabout The Importance of Communicating About Employee Benefit Plans

Across the country, retirement plan sponsors are in “wait and see mode” as the U.S. Department of Labor (DOL) works to rapidly rolling out proposed new regulations. Many of the efforts are intended to respond…
Read Moreabout Changes Impacting ERISA Are Coming