Our Blog - Surety Matters

A fiduciary is an organization or individual that holds the critical power and responsibility of acting on behalf of others. A fiduciary pledges to carry out their daily duties honestly and through good faith. A fiduciary…
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The Arkansas Teacher Retirement System, or ATRS, has filed a lawsuit against Allianz Global Investors to restore over $774 million in losses allegedly suffered due to negligence, fiduciary and contractual breaches of duty. The suit…
Read Moreabout Arkansas Teacher Pension Sues Allianz Global Investors for Fiduciary Breaches

If you are a plan fiduciary, you must be fluent in ERISA compliance. If you are not, this is the perfect time to understand what ERISA is and how you can become compliant! What exactly is…
Read Moreabout Does ERISA Apply to Me?

Koch Industries is now charged with excessive recordkeeping fees by current and former plan participants in the Georgia-Pacific Hourly Plan. The lawsuit against Koch Industries, Koch Business Solutions, and the Koch Benefits Administrative Committee alleges…
Read Moreabout Koch Industries Hit with Excessive Fee Lawsuit

The Labor Department has launched new guidance on private equity in 401(k) plan designated investment choices and a suggested regulation on social, environmental and governance investing. The proposed rule, titled Financial Factors in Selecting Plan…
Read Moreabout Recent Updates in ERISA Plan Investment Regulation

Retirement plan sponsors are beginning to see more claims involving the alleged wrongful use of personal information belonging to retirement plan participants claimed to be “plan assets”. The specifics of these allegations is that employers…
Read Moreabout Is Personal Information of Plan Participants An ERISA Plan Asset?

On July 1st, the House of Representatives gave their stamp of approval to the Senate-backed legislation to prolong the deadline for small businesses impacted by the pandemic to apply for loans under the Paycheck Protection…
Read Moreabout House Passes PPP Deadline Extension

Defined Benefit, or DB plan sponsors were immensely impacted when the market was pummeled by the COVID-19 crisis. It is predicted that the volatility of the marketplace will maintain for a while. As such, plan…
Read Moreabout How to Effectively Handle DB Plans Through Covid-19

We could all use some good news, especially during this difficult, uncomfortable time. According to the estimates from the Employee Benefit Research Institution, in what is being called the best quarterly market in decades, the…
Read Moreabout Average 401(k) Soars Through 2020