Our Blog - Surety Matters

Our blog covering the latest in bonds and insurance
Displaying 318 results for: ERISA Fidelity Bond
ERISA 06.16.2022

Greenwashing?

  False and exaggerated information about the environmental, social and governance (ESG) merits of investment options have gotten the attention of the Securities and Exchange Commission (SEC). Plan sponsors: are you sure you know what’s…
Read Moreabout Greenwashing?

Greenwashing?
ERISA 06.10.2022

Blame: How About The Plan Sponsor?

  A rising market is no longer a sure bet—and that, of course, makes retirement plan participants uneasy. It’s human nature to look for someone to blame for losses. When retirement is not secure, who’s…
Read Moreabout Blame: How About The Plan Sponsor?

Blame: How About The Plan Sponsor?
Cyber for Plan Sponsors 05.24.2022

401k Auto Portability Benefits Everyone

  Making it easier for employees to bring their retirement savings along when they shift jobs obviously benefits them. Because it reduces the fiduciary risks associated with missing participants and auto cash-outs, facilitating portability also…
Read Moreabout 401k Auto Portability Benefits Everyone

401k Auto Portability Benefits Everyone
ERISA 05.24.2022

Head’s Up: Amended ERISA Legislation?

  As part of its intense focus on retirement security, Congress is considering new two-pronged legislation. If it passes, retirement industry experts anticipate that plan sponsors might face more trips to court stemming from fiduciary…
Read Moreabout Head’s Up: Amended ERISA Legislation?

Head’s Up: Amended ERISA Legislation?
Cyber for Plan Sponsors 05.16.2022

Retirement Plans: Notice Failure?

  Among the many requirements for 401(k) plans are the timely dissemination of a variety of standard notices to participants. ERISA experts remind us that adhering to notice requirements is critical: failure leaves participants without…
Read Moreabout Retirement Plans: Notice Failure?

Retirement Plans: Notice Failure?
Cyber for Plan Sponsors 05.16.2022

A Rising Priority: Benefits!

Together, small businesses are the largest employer in the country—and they are increasingly prioritizing worker well being. For example, according to new research, one in four are responding to the disruption of the pandemic by…
Read Moreabout A Rising Priority: Benefits!

A Rising Priority: Benefits!
Fidelity Bonds 05.11.2022

Motion To Dismiss?

Denied! That’s what’s happening in federal courts across the country as retirement plan sponsors struggle with defense against fiduciary breach allegations based on claims of excessive fees. An analysis by Bloomberg Law reveals that for…
Read Moreabout Motion To Dismiss?

Motion To Dismiss?
Fidelity Bonds 05.11.2022

Retirement Plan Documents

  Best practices related to company sponsored retirement plan documents include carefully saving all plan documents for the life of the plan, adhering to the terms described in the plan documents, and keeping records that…
Read Moreabout Retirement Plan Documents

Retirement Plan Documents
Fidelity Bonds 05.05.2022

ERISA Penalties: Adjusted for Inflation

  Issuing required notices and filing reports—within the mandated timeframes—are among the ongoing duties of plan sponsors. Tardiness and other oversights are damaging, with consequences ranging from lawsuits on behalf of participants, to regulatory audits,…
Read Moreabout ERISA Penalties: Adjusted for Inflation

ERISA Penalties: Adjusted for Inflation