Our Blog - Surety Matters

  As the swell of ERISA lawsuits continues, court rulings serve as reminders to all plan fiduciaries to actively and continuously monitor and control investment costs.  The  precedents set in large settlements are opening the…
Read Moreabout Fiduciaries Accused of Breaching Duties

With small businesses across the country contracting or expanding in sync with the challenges and opportunities at hand, retirement plan sponsors are encouraged to customize the plan to meet current needs. Experts provide examples of…
Read Moreabout Plan Design for Shifting Times

Small businesses are confronting tight hiring markets as they strive to recover from the pandemic’s economic impact. Offering a retirement plan can be a competitive advantage. Here is guidance and cautionary advice for business owners…
Read Moreabout Retirement Plan Fundamentals

  Small businesses juggle so many challenges and opportunities in the forge forward. Given tight resources, it is tempting to think that cyber breaches won’t happen “to us.” Of course that’s not a real risk…
Read Moreabout Small Biz? Cyber Security Tips

Surveys indicate that about 70% of plan sponsors have been using the same record keeper for 5-7 years. Given the changes and possibilities in the field, it might be time to explore current offerings. Cybersecurity?…
Read Moreabout Error Reduction? Tips for Plan Sponsors

Data shows that the gender wage gap continues, with women earning less then men. A new study illustrates how that gap impacts retirement possibilities for women. Some public officials hope new legislation can create shifts….
Read Moreabout Impacting Retirement: Pay Inequity

ERISA lawsuits continue at the rapid cookie-cutter pace now possible because of established legal precedents. Industry experts report that as ERISA lawsuits become ever more commonplace, smaller plans are feeling the heat. Disruptive and Expensive…
Read Moreabout 401k Lawsuits?

ERISA experts urge plan sponsors to better monitor the cybersecurity practices of service providers. Although responsibilities may be delegated, your fiduciary obligation to provide the highest duty of care remains. Here’s what you need to…
Read Moreabout Monitoring Plan Service Providers

 Maybe some of the employees at your small business are restless and resigning—as are millions across the country. Maybe you are bringing in new talent—as you grow your business and attract workers looking for increased…
Read Moreabout Resignations and Retirement Accounts?