Our Blog - Surety Matters

Citing the magnitude of the current pandemic, New Jersey has prolonged the deadline for contemplating its suggested fiduciary rule. The Garden State’s novel uniform fiduciary standard was declared on April 15, 2019; nonetheless, under the…
Read Moreabout California and New Jersey Extend COVID-19-Related Deadlines

If you are a plan sponsor, you set up retirement plans for your employees. Retirement benefit plan administrators harbor personal information of employees, like social security numbers and email addresses, in myriad electronic records. Plan…
Read Moreabout Plan Sponsor Cybersecurity Responsibilities

On March 27, 2020, President Donald Trump signed the ground-breaking CARES Act into law. Supported by the American Retirement Association, this coronavirus rescue package delivers extensive relief to individuals, small and large establishments, hospitals, and…
Read Moreabout Trump Enacts CARES Act to Combat COVID-19 Crisis

As we move further into the 21st century, cyber attacks and data breaches are becoming more and more prevalent. Personal information, including social security numbers and private email exchanges are becoming publicly available thanks to…
Read Moreabout The Great Data Heist: The 21st Century’s Biggest Data Breaches

In the new digital age, retirement plan participants are utilizing electronic platforms to access their 401(k) accounts. As all this vital, personal information moves online, your plan becomes more susceptible to fraud schemes and data…
Read Moreabout Protect Your Retirement Plan with Effective Cybersecurity Measures

On February 21st, 2020, the Massachusetts Secretary of the Commonwealth filed the final rule of a fiduciary conduct standard for investment advisers, their representatives, broker-dealer, and their agents operating in the commonwealth, hired by plan…
Read Moreabout Massachusetts Recognizes ERISA in Novel Fiduciary Conduct Standard