Our Blog - Surety Matters

Among the most frequent errors made by company-sponsored retirement plans is failing to deposit participant contributions on time. The best approach is to address such oversights proactively, and the recently updated Voluntary Fiduciary Correction Program…
Read Moreabout Oops? Make It Right

Navigating the lingo of company-sponsored retirement plans can feel like a maze, but understanding the basics of ERISA, the Employee Retirement Income Security Act of 1974, illuminates a lot. ERISA is a federal law that…
Read Moreabout ERISA and Retirement Plans?

  Yes, every business needs cybersecurity procedures–and establishing them is doubly critical for retirement plan sponsors. Fiduciary advisors stress that establishing a written cybersecurity policy with specific, actionable procedures, is not only best practice, but…
Read Moreabout Cybersecurity Procedures?

  Missing retirement plan participants–and the payments owed them–has been a hot button issue for the Department of Labor for years, with plan sponsors urged to put more attention into location efforts. Now, temporary guidance…
Read Moreabout Small Payments Owed To Missing Participants?

  ERISA, the Employee Retirement Income Security Act of 1974, doesn’t require employers to offer a retirement plan, but it does set strict rules for those that do. Given the responsibility of safeguarding employee retirement…
Read Moreabout ERISA: Know the Rules, Avoid the Risks

  To say that a retirement plan sponsor must take fiduciary obligations seriously is to state the obvious. Here’s the thing though: we can’t stop at mere compliance. Longer lives and higher costs of living…
Read Moreabout Going The Extra Mile?

  The terms associated with employer sponsored retirement plans can be confusing, causing fuzzy understandings to be passed around in the course of overseeing the plan. Be careful, though: the Employee Benefits Security Administration (EBSA)…
Read Moreabout Good To Know: Plan Terms

  There’s no such thing as merely sitting in on meetings when it comes to the high standards of ERISA. Each member of a retirement plan committee can be held personally responsible–financially–for errors and oversights….
Read Moreabout 401k Committee Member Vs Bump On The Log?

  Healthcare is top of mind for many workers, so it’s not surprising that the closer employees get to retirement, the more worried they are about the costs of healthcare.  That’s why it can make great…
Read Moreabout The 401k and Health Savings Plans?