Surety Matters

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Displaying 10 results for: retirement plan
ERISA 07.14.2020

Is Personal Information of Plan Participants An ERISA Plan Asset?

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…
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Is Personal Information of Plan Participants An ERISA Plan Asset?
ERISA 07.09.2020

How to Effectively Handle DB Plans Through Covid-19

Defined Benefit, or DB plan sponsors were immensely impacted when the market was pummeled by the COVID-19 crisis. It is predicted that the volatility of the marketplace will maintain for a while. As such, plan…
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How to Effectively Handle DB Plans Through Covid-19
ERISA 06.15.2020

Asset-Weighted Expense Ratio Drops Again

Released on June 8th, an annual study examining trends in open-end mutual funds and exchange-trade funds found that the asset-weighted average expense ratio plummeted to 0.45% in 2019, slicing funds and ETFs nearly in half…
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Asset-Weighted Expense Ratio Drops Again
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…
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Colorado’s Savings Plan Offers Employer Mandate
ERISA 05.14.2020

4 Plan Sponsor Action Plans During COVID-19

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…
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4 Plan Sponsor Action Plans During COVID-19
ERISA 04.03.2020

The Basics of Fiduciary Liability Insurance

When it comes to the management of retirement plans, a fiduciary’s liability is often misunderstood. Fiduciary liability stems from the strict obligations set in place by the Employee Retirement Income Security Act of 1974, or…
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The Basics of Fiduciary Liability Insurance
ERISA 03.31.2020

Trump Enacts CARES Act to Combat COVID-19 Crisis

On March 27, 2020, President Donald Trump signed the ground-breaking CARES Act into law. Supported by the American Retirement Association, this coronavirus rescue package delivers extensive relief to individuals, small and large establishments, hospitals, and…
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Trump Enacts CARES Act to Combat COVID-19 Crisis
Surety Bonds 03.05.2020

Avoid These 3 Mistakes of Estate Planning

The majority of estate planning fails usually fall into one of several groups. Though each estate plan is distinctive, the same errors and snags can arise. Each of these typical mistakes is preventable with a…
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Avoid These 3 Mistakes of Estate Planning
ERISA 01.30.2020

Four Ways the Newly-Released SECURE Act Will Affect Your Retirement

President Trump recently signed into effect one of the most dynamic transformations to retirement planning in recent years. The SECURE Act, or the Setting Every Community Up for Retirement Enhancement Act, creates numerous provisions to…
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Four Ways the Newly-Released SECURE Act Will Affect Your Retirement