Our Blog - Surety Matters

  The assets left behind when a retirement plan participant dies must be properly administered. This requires remaining abreast of the “life status” of participants and connecting with beneficiaries accordingly. Though monitoring death is no…
Read Moreabout Life Status: A Fiduciary Obligation

  To increase 401k participation and savings, messaging has to focus on achievable goals and use the delivery channels savers at different ages are most likely to find relevant. Marketing experts share actionable strategies.  …
Read Moreabout Messaging Matters: 401k Participation

  Cybersecurity is absolutely personal: our data, accounts, savings—everything—requires protection. Another thing that’s become personal at most of our businesses is communication: targeted marketing is better then broad sweeps. Here’s the thing: increased reliance on…
Read Moreabout Cybersecurity: It’s Personal

  Regulators at both the IRS and the DOL have made it clear that retirement plans must double down on efforts to prevent missing participants so that benefits can be distributed on schedule. Read on…
Read Moreabout Missing Participants: Catch Up!

  Let’s face it: the term can be confusing—and the responsibilities are daunting when it comes to having a fiduciary role related to company sponsored retirement plans. Financial experts point out that repeated attempts by…
Read Moreabout Fiduciary?

  Among the litany of provisions built into the Secure 2.0 Act are changes related to Required Minimum Distributions (RMDs). With the overarching emphasis on helping workers accumulate more savings for older age, Secure 2.0…
Read Moreabout Changes: Required Minimum Distributions

  Lately, there’s been a lot of buzzing about the importance of benchmarking the investments and fees associated with company sponsored retirement plans. While it is indeed obligatory to be vigilant about performance and fees,…
Read Moreabout An Ounce of Prevention: 401k Compliance

  Gender, race and ethnicity continue to play a big role in our chances for retirement success. The 20th annual retirement survey from Allspring Global Investments provides the latest intel on gaps, pointing to the…
Read Moreabout Retirement Security?

  National risk management experts point out that although widely embraced, the comprehensive new Secure 2.0 legislation brings new compliance responsibilities for retirement plan sponsors. Here’s what you need to know—and do.   A Litany…
Read Moreabout New Compliance Pressures: Secure 2.0