Our Blog - Surety Matters

  It’s wise for plan sponsors to know the difference between an ERISA fidelity bond and fiduciary liability insurance. Required by law, ERISA bonds protect the plan and participants. Though not mandated by the government,…
Read Moreabout What’s The Difference: Bond Vs Insurance?

  Retirement plan sponsors are responsible for vetting the cybersecurity practices of their third party providers. But what about the providers those providers outsource too? Yes, indeed: plan sponsors need to know about subcontractors and…
Read Moreabout What About The Providers of The Provider?

    Leaving the workforce only to return has been a growing trend for “older workers.” In the face of longer life spans and the rapid pace of change, there are more questions than answers…
Read Moreabout Gen U: Unretired?

  Though not afraid of bidding, successful contractors use a thoughtful process for vetting the projects they choose to bid on. Having the ability to bid is an important capacity, but a “willy nilly” approach…
Read Moreabout Hungering For Your Next Bid?

  You’re far from alone if you feel like the day got out from under you via unproductive meetings, the back and forth of emails and a vortex of petty details. Absent a magic wand,…
Read Moreabout What Time Is It? 

The ERISA Act requires that every person who handles employee benefit plan assets or funds as well as any plan fiduciary be bonded with an ERISA fidelity bond. Those bonded must be bonded for at…
Read Moreabout Your Bond Might Not Be an ERISA Bond

Understanding The Role: Notary Signing Agent Notaries provide an important public service by checking identification and witnessing signatures on a wide range of documents. Notary signing agents also check identification and witness document signing, but…
Read Moreabout Understanding The Role: Notary Signing Agent – DRAFT

Changes in the law make the home stretch of the year an important time for retirement plan sponsors to be diligent about ensuring adherence to regulations. It’s wise, for example, to check in on operational…
Read Moreabout 2024 Year-End: Compliance Check

  While continuous training and multi-factor authentication helps, some experts predict that “zero-trust” is what it will ultimately take to protect money and information in the face of ever trickier cyber attacks created by generative…
Read Moreabout Multi-Factor Authentication, and Zero-Trust?