Our Blog - Surety Matters

Our blog covering the latest in bonds and insurance
Displaying 243 results for: Fidelity Bond
ERISA 01.17.2024

Plan Outcomes vs Business As Usual

  Set it and forget it is not a best practice for retirement plan sponsors. If it’s been a while since you have given the plan some real attention, chances are strong that much has…
Read Moreabout Plan Outcomes vs Business As Usual

Plan Outcomes vs Business As Usual
ERISA 01.12.2024

DOL: See You In Court

  The U.S. Department of Labor got off to a running start this year, bringing allegations of fiduciary breaches against two different plan sponsors in federal court in Maryland. It’s worth taking notice that these…
Read Moreabout DOL: See You In Court

DOL: See You In Court
ERISA 01.12.2024

A Win for Plan Sponsors?

  It’s been two decades since a torrent of lawsuits began alleging that fiduciary failures were resulting in high fees for participants, and attorneys say the copycat claims are unlikely to stop anytime soon. There…
Read Moreabout A Win for Plan Sponsors?

A Win for Plan Sponsors?
ERISA 01.10.2024

Longevity Planning Vs Retirement Planning?

  Trends toward both living and working longer are shifting how employees and employers have traditionally thought about financing retirement. Flexible hours and flexible benefits are becoming ever more important, and offering these benefits gives…
Read Moreabout Longevity Planning Vs Retirement Planning?

Longevity Planning Vs Retirement Planning?
ERISA 01.05.2024

Moving The Needle: Auto Enrollment

  Starting early and saving consistently are the keys to building a solid nest egg for retirement. Data continues to indicate that employer sponsored plans that utilize automatic enrollment and escalation are moving the needle,…
Read Moreabout Moving The Needle: Auto Enrollment

Moving The Needle: Auto Enrollment
ERISA 01.05.2024

Failure To Obtain ERISA Bond? 

  Plan sponsor oversights add up fast, as a lawsuit brought by the Department of Labor (DOL) painfully reminds us. Allegations, specifically naming a plan sponsor, include abandonment of the plan—and failure to obtain the…
Read Moreabout Failure To Obtain ERISA Bond? 

Failure To Obtain ERISA Bond? 
ERISA 12.29.2023

DOL’s Proposed Fiduciary Rule Explained

  Public hearings and comment periods related to the Department of Labor’s proposed new fiduciary rule are currently slated to end in early January, 2024, making it important for plan sponsors to understand the basics…
Read Moreabout DOL’s Proposed Fiduciary Rule Explained

DOL’s Proposed Fiduciary Rule Explained
ERISA 12.29.2023

Understanding Peak 65

  It’s here: 2024, and the demographic milestone anticipated to have a major impact on retirement plans (and realities) for Americans. As the phrase “Peak 65” implies, the largest number of Americans ever will turn…
Read Moreabout Understanding Peak 65

Understanding Peak 65
ERISA 12.26.2023

IRS Guidance on SECURE 2.0

Given the massive scale (and page count) of SECURE 2.0, it may come as a relief to all the retirement plan sponsors scurrying toward comprehension and compliance that the IRS has begun issuing Q &A…
Read Moreabout IRS Guidance on SECURE 2.0

IRS Guidance on SECURE 2.0