Our Blog - Surety Matters

Our blog covering the latest in bonds and insurance
Displaying 3 results for: IRA
ERISA 07.09.2020

DOL Releases New Fiduciary Rule

The Labor Department has revealed its long-awaited fiduciary rule, along with some novel implications for record-keepers, rollover and Pooled Employer Plans advice. Titled “Improving Investment Advice for Workers & Retirees“, the proposal offers a new…
Read Moreabout DOL Releases New Fiduciary Rule

DOL Releases New Fiduciary Rule
ERISA 06.09.2020

Colorado’s Savings Plan Offers Employer Mandate

Colorado is expected to join states across the country in having a state-sponsored retirement savings plan for private sector employees, including a mandate for employers with greater than five workers that do not provide a…
Read Moreabout Colorado’s Savings Plan Offers Employer Mandate

Colorado’s Savings Plan Offers Employer Mandate
ERISA 04.28.2020

New Legislation Will Temporarily Raise Contribution Limits

Rep. Patrick McHenry, a republican of North Carolina serving on the House Financial Services Committee, introduced the Securing Additional Value for Every Retirement Saver (SAVERS) Act in order to temporarily raise contribution limits for defined…
Read Moreabout New Legislation Will Temporarily Raise Contribution Limits

New Legislation Will Temporarily Raise Contribution Limits