Our Blog - Surety Matters

Most of us indeed want that! No wonder there is great interest in pursuing lifetime income options, often referred to as annuities, within retirement plans, like 401ks. Nonetheless, it’s easier said than done for plan…
Read Moreabout Guaranteed Income For Life?

Probably not for baby boomers, but most likely, yes, for Gen Z and millennials. Though it’s no surprise that technology continues to both create and illustrate big shifts between generations, a recent study conducted by…
Read Moreabout Retirement Planning: Advice from AI?

In an economic period that often feels like a rollercoaster, safeguarding retirement savings has become more challenging than ever. Every dip and surge in the market can directly impact the financial security of your employees’…
Read Moreabout Roller Coaster Ride: Benchmark!

With miles to go, 2025 has already been an eventful time for retirement plan sponsors. National risk management experts explore the complications confronting sponsors in this period of “shifting sands,”  and recommend strategies, solutions and…
Read Moreabout Mounting Pressures: Plan Sponsorship

An aggressive plaintiffs’ bar, the use of AI to rapidly mine retirement plan data for potential mistakes, complex regulations, and legal precedent from successful ERISA lawsuits, are all stacking up against retirement plan sponsors. In…
Read Moreabout Bet The Business!

Two rising trends, absent attention, put the hard earned retirement savings of older people in great jeopardy. The first is the increased instances of dementia, as more people live longer lives. The second is increased…
Read Moreabout Protecting Retirement Funds: Dementia?

Is it worth it for small businesses to sponsor retirement plans? From many different vantage points, the answer is most likely: yes. Putting workers on the path to a secure retirement is a wonderful way…
Read Moreabout 401k: Worth The Effort?

Though we take our own individual paths, most everyone ultimately makes a journey to nonworking years—-aka retirement. Since preparing for those years is essential for all of us, why do retirement plan communications tend to…
Read Moreabout Everyone’s A Participant, Right?

When sponsoring a retirement plan, hiring outside experts, such as experienced, professional fiduciaries, is generally considered a smart move. What’s not smart however, is being unclear about who has what responsibilities–and ultimately liabilities. Though plan…
Read Moreabout Retirement Plan: Professional Fiduciary?