Our Blog - Surety Matters

It’s hard to believe but January 2021 is right around the corner! For plan sponsors, that means now is the time to make way for part-time employees to participate in 401(k) plans. Comply With the…
Read Moreabout Part-Time Employees Can Now Contribute to Pension Plans

All of us! Even before the financial challenges brought on by COVID-19, retirement saving for workers in the US was insufficient—and in fact, worsening. For example, data from 2014-2017 shows that only 40% of employers…
Read Moreabout Who Needs to Save for Retirement?

It’s going to be a busy fall for employee benefit administrators and retirement plan sponsors across the country, as the federal government rolls out guidance and standards related to the SECURE Act. Small business owners…
Read Moreabout Help for Small Businesses: Employee Retirement Benefit

Though cybersecurity strategies tend to evolve year to year, there are some basic tactics plan sponsors can utilize to safeguard their plan participant’s personal information. Research indicates that roughly 62% of small and midsize businesses…
Read Moreabout 5 Cybersecurity Tactics for Plan Sponsors

Retirement plan sponsors are beginning to see more claims involving the alleged wrongful use of personal information belonging to retirement plan participants claimed to be “plan assets”. The specifics of these allegations is that employers…
Read Moreabout Is Personal Information of Plan Participants An ERISA Plan Asset?

A common query concerning in-service distributions from retirement plans is: Can a governmental 457(b) plan allow participants to obtain plan withdrawals while they are still working? Per a recent law change, governmental 457(b) plans now…
Read Moreabout Novel In-Service Distributions from 457(b) Plans

The Eleventh Circuit just confirmed their outlook on the Employee Retirement Income Security Act of 1974, or ERISA. The new decision in Williamson v. Travelport, LP 953 F. 3d 1278 (11th Cir. 2020), illuminated the latitude…
Read Moreabout Eleventh Circuit Releases Long-Awaited Decision on ERISA Sanctions

As numerous Americans continue to work remotely during the start of the summer, the Labor Department has introduced a brand new safe harbor for electronic disclosures. The final rule initiated is congruent to the rule…
Read Moreabout Department of Labor Unveils Novel Safe Harbor for E-Delivery

As the dynamic ripples of the COVID-19 pandemic continue to sculpt the current marketplace, it is vital for plan sponsors to augment their establishment’s retirement plans for what may lie ahead. Warranting the efficiency of…
Read Moreabout 4 Plan Sponsor Action Plans During COVID-19