Surety Matters

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Displaying 197 results for: ERISA Fidelity Bond
ERISA 04.14.2021

401(k) Tax Credits for Small Businesses

  Starting and administering a 401(k) retirement plan can be a daunting challenge for small businesses. Tax credits can help. If you’ve previously begun a plan, you may even be eligible for tax credits now….
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401(k) Tax Credits for Small Businesses
Cyber 04.12.2021

Medicare Basics for Retirement Budgeting

Many 401k savers are unrealistic when budgeting for retirement. Healthcare costs are frequently underestimated, with Medicare coverage largely misunderstood. When educating plan participants about retirement savings, plan sponsors are encouraged to raise awareness about the…
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Medicare Basics for Retirement Budgeting
Cyber 04.12.2021

Responsibilities and Risks: Cyber Theft

  When cyber crimes lead to the fraudulent distribution of retirement funds, who is responsible? While official answers play out in court rooms and regulatory departments across the country, legal experts offer practical advice to…
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Responsibilities and Risks: Cyber Theft
ERISA 04.02.2021

Pop Quiz: Plan Fees? Investment Options?

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…
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Pop Quiz: Plan Fees? Investment Options?
Cyber 04.02.2021

Lots To Learn: Retirement Savings

   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….
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Lots To Learn: Retirement Savings
Cyber 04.01.2021

Overdue: Updated Protection Plans

  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…
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Overdue: Updated Protection Plans
ERISA 04.01.2021

Rowing Forward: Women and Retirement Savings

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…
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Rowing Forward: Women and Retirement Savings
ERISA 04.01.2021

Required Minimum Distributions: The Basics

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…
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Required Minimum Distributions: The Basics
Cyber 03.30.2021

Digital Identity: Protection Advice

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…
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Digital Identity: Protection Advice