Our Blog - Surety Matters

If you sponsor a retirement savings plan for employees, for the protection of the plan, you are required by law to have an ERISA fidelity bond. It is also critical for retirement plan sponsors to…
Read Moreabout Explained: ERISA Bonds and Fiduciary Liability Insurance

The last quarter of the year means it’s time for retirement plan sponsors to see how they are doing against their annual compliance checklist. Wondering, “What have I missed?” Jump into action with these tips…
Read Moreabout Fourth Quarter Compliance Check?

When you sponsor a 401k plan for employees, you are responsible for protecting their hard-earned retirement savings. In fact, under the Employee Retirement Income Security Act (ERISA), you are a fiduciary, and can be held…
Read Moreabout Overlooking Cybersecurity?

As all eyes have focused on lowering the fees associated with participating in employer sponsored retirement plans, like 401k’s, participants in larger plans have benefitted the most from cost reductions. Can automation, well applied, pave…
Read Moreabout Lower Costs: Automation?

Most of us indeed want that! No wonder there is great interest in pursuing lifetime income options, often referred to as annuities, within retirement plans, like 401ks. Nonetheless, it’s easier said than done for plan…
Read Moreabout Guaranteed Income For Life?

Probably not for baby boomers, but most likely, yes, for Gen Z and millennials. Though it’s no surprise that technology continues to both create and illustrate big shifts between generations, a recent study conducted by…
Read Moreabout Retirement Planning: Advice from AI?

In an economic period that often feels like a rollercoaster, safeguarding retirement savings has become more challenging than ever. Every dip and surge in the market can directly impact the financial security of your employees’…
Read Moreabout Roller Coaster Ride: Benchmark!

With miles to go, 2025 has already been an eventful time for retirement plan sponsors. National risk management experts explore the complications confronting sponsors in this period of “shifting sands,”  and recommend strategies, solutions and…
Read Moreabout Mounting Pressures: Plan Sponsorship

An aggressive plaintiffs’ bar, the use of AI to rapidly mine retirement plan data for potential mistakes, complex regulations, and legal precedent from successful ERISA lawsuits, are all stacking up against retirement plan sponsors. In…
Read Moreabout Bet The Business!