Our Blog - Surety Matters

  Every business owner wants to make money while running a thriving company. Innovation? Sure, that too. Unfortunately, as risk management experts point out, cyber criminals have similar goals: making as much money as possible…
Read Moreabout Tag, You’re It?

  Clarity in plan documents regarding the use of forfeitures has proven to be a solid defense for plan sponsors, as lawsuits alleging that it is a misuse to pay future employer contributions from forfeitures…
Read Moreabout Allegations Dismissed: Defense!

  In the 20 years between 2003 and 2023, what significant progress has been made related to employer sponsored retirement plans? Some thought leaders point out that the answer can best be found through solid…
Read Moreabout Access Vs Participation?

  The Employee Retirement Income Security Act opened the doors for employers to offer 401k plans to employees. ERISA’s robust standards, aimed at ensuring all plan decisions are made in the best interest of participants,…
Read Moreabout ERISA and Fiduciary Liabilities?

  Small businesses looking to attract and retain committed employees may be trying too hard to offer nifty sounding new perks while overlooking classics, like a 401k. In fact, surveys reveal that employers tend to…
Read Moreabout Perks: Shiny New Vs Tried and True?

  The Department of Labor has issued updated cybersecurity guidance, and confirmed that the protocols are applicable to all plans covered by the Employee Retirement Income Security Act (ERISA). Attorneys are advising fiduciaries to implement…
Read Moreabout Updated Cybersecurity Guidance

  This year’s hurricane season has already been noteworthy, and weather projections indicate that “above the norm” levels of stormy weather will continue through the fall. Business owners, especially plan sponsors, are wise to take…
Read Moreabout Stormy Weather: Zip Up

  Claims focused on “failed fiduciary process” related to the use of plan forfeitures  continue to bubble up. With the lawsuits winding through federal courts, it’s too early to know if they will trigger the…
Read Moreabout Forfeiture Claims: Copycats?

  When the Employee Retirement Income Security Act makes headlines, it’s usually something for plan sponsors to worry about, such as lawsuits, increased regulatory measures or cybersecurity concerns. But here’s celebratory ERISA news: the 50th…
Read Moreabout Celebrating ERISA At 50?