Our Blog - Surety Matters

  A proper SPD is mandatory for compliance of the company sponsored retirement plan with ERISA. Importantly, a good, solid SPD is also helpful in the administration of the retirement plan and can even be…
Read Moreabout Summary Plan Description?

  Though many of us are still wondering where August went, we’re actually closer to New Year’s 2023 then Labor Day 2022. The government has announced the contribution limits for elective deferrals to retirement accounts…
Read Moreabout 2023’s Coming: Contribution Limits

That’s what retirement industry experts say plan sponsors are confronting amid rising expectations for keeping retirement accounts safe. As Michael Bonfante, Business Development Manager at Colonial explains in FiduciaryNews:   “Since the DOL’s release of…
Read Moreabout Endless Responsibility Lists?

Plan Sponsor Worry List Retirement plan sponsors across the country find themselves with ever more to do—and worry about—especially in small businesses. Striving to provide employees with better benefits, keep up with regulations, address cybersecurity…
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  Retirement plan participants have the right to request plan documents and information. When they make a request, it’s important to respond in a timely manner—and to keep a record of doing so. Pay attention…
Read Moreabout ERISA 104b Requests?

  The Senate’s Health, Education, Labor and Pensions Committee (HELP) has advanced the RISE and SHINE Act aimed at improving retirement security. It is anticipated that the Senate Finance Committee will now add to the…
Read Moreabout Public Leaders Agree: Securing Retirement

  Despite the hard work of retirement plan sponsors across the country, only a relatively small percent of Americans have financial plans for retirement. Meanwhile, only a tiny percentage of those who have retired describe…
Read Moreabout Are We There Yet?

  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

  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?