Surety Matters

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Displaying 18 results for: retirement
ERISA 12.10.2020

Millennials and Retirement Savings: The Importance of the 401(k)

 As the oldest members of the Millennial generation are headed into their forties, encourage increased saving efforts via 401(k) plans. Unprecedented Challenges—and Possibilities Too Millenials have been the largest generation in the US labor force…
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Millennials and Retirement Savings: The Importance of the 401(k)
ERISA 10.04.2020

Part-Time Employees Can Now Contribute to Pension Plans

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…
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Part-Time Employees Can Now Contribute to Pension Plans
ERISA 10.04.2020

Understanding Retirement Savings: Lifetime Income Illustrations

Chances are good that your company’s employees need to save more toward retirement. This is true across the country. New lifetime income disclosures mandated by the SECURE Act, aim to educate employees—and motivate them to…
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Understanding Retirement Savings: Lifetime Income Illustrations
ERISA 09.20.2020

Help for Small Businesses: Employee Retirement Benefit

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…
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Help for Small Businesses: Employee Retirement Benefit
ERISA 07.14.2020

New Bill Creates Lost and Found Participant Database

It’s not easy for employees to manage, track, and consolidate retirement accounts as they bounce from job to job. Due to short employment periods, workers could leave behind retirement accounts with small balances, which drop…
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New Bill Creates Lost and Found Participant Database
ERISA 06.24.2020

Pension Risk Transfers Drop in May

Pension risk transfer premiums fell significantly last month due to a continuous decline in both annuity purchase rates and discount rates. Per the latest pension buyout index study, discount rates sunk 27 basis points this…
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Pension Risk Transfers Drop in May
ERISA 06.22.2020

IRS Extends COVID-19 Relief for Plan Participants

The IRS has prolonged relief to plan participants whose significant others are laid off and take COVID-19-related loans or distributions from their retirement accounts, as well as offered novel safe harbors for loan repayments. Per…
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IRS Extends COVID-19 Relief for Plan Participants
ERISA 06.18.2020

SCOTUS Rules Pensioners in Fully-Funded Plans Cannot Sue

On Monday, in a 5-4 decision, the Supreme Court of the United States ruled that plan participants of defined benefit plans not underfunded do not have legal standing to sue plan fiduciaries for claims of…
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SCOTUS Rules Pensioners in Fully-Funded Plans Cannot Sue
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