Our Blog - Surety Matters

Employers sponsoring retirement plans must comply with Department of Labor requirements for sharing clear, comprehensible information with participants and beneficiaries. Going above and beyond compliance inspires more engagement in the plan, and more trust in…
Read Moreabout Compliance and Connection

  The Employee Retirement and Security Act (ERISA) specifically requires those responsible for company sponsored retirement plans to obtain a fidelity bond, known as an ERISA bond, to protect the plan against losses due to…
Read Moreabout ERISA Bonds Explained: Five Facts

  Most retirement plans operate on a calendar year, which makes July a big deal: Form 5500 must be carefully completed, reviewed and submitted by month-end.  Changes effective this year are significant. Though preparation of…
Read Moreabout July Bring Fireworks & Forms: It’s Time

  Everyone at work is at least vaguely aware that cybersecurity is a duty shared by all. That doesn’t however make regularly and consistently practicing cyber hygiene a given during busy days. Increasingly, human resource…
Read Moreabout Cybersecurity: HR Responsibilities

  Most retirement plans are required to submit Form 5500 at the end of July. Changes effective this year are significant. Though preparation of Form 5500 is generally done through service providers, plan sponsor sign…
Read Moreabout Compliance and Form 5500?

  Could be. Even as the ERISA Industry Committee (ERIC) urges curtailment of the frivolous litigation disrupting plan sponsors across the country, hungry AI enthusiasts are offering to provide plaintiff attorneys with potential new cases,…
Read Moreabout AI: Spurring More ERISA Lawsuits?

  Plan sponsors, in accordance with The Employee Retirement Income Security Act (ERISA), must manage retirement plans prudently, following what is known as “the prudent man standard of care.” Though this sounds straightforward enough, what…
Read Moreabout Prudent Process?

  Concerns about volatility and inflation are driving plan sponsor efforts to re-evaluate investment lineups. According to research from MFS Investment Management, sponsors are tuning into the financial worries of plan participants, and looking for…
Read Moreabout Rethinking Investment Options

  Retired plan sponsors are busy people, with lots of built in duties and deadlines. Learning about SECURE 2.0 provisions, keeping up with cybersecurity protocols, and staying on top of emergent regulations contribute to ever…
Read Moreabout Fully Engaging As a Plan Sponsor?