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Our blog covering the latest in bonds and insurance
ERISA 06.28.2024

Rethinking Investment Options

  Concerns about volatility and inflation are driving plan sponsor efforts to re-evaluate investment lineups. According to research from MFS Investment Management, sponsors are tuning into the financial worries of plan participants, and looking for…
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Rethinking Investment Options
ERISA 06.28.2024

Fully Engaging As a Plan Sponsor?

  Retired plan sponsors are busy people, with lots of built in duties and deadlines. Learning about SECURE 2.0 provisions, keeping up with cybersecurity protocols, and staying on top of emergent regulations contribute to ever…
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Fully Engaging As a Plan Sponsor?
ERISA 06.13.2024

Curtailing Frivolous Litigation?

  Settlements to resolve alleged ERISA violations reached record highs in 2023. Claims brought on behalf of plan participants related to fees, investment performance, and more continue to wind through courts. In an effort to…
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Curtailing Frivolous Litigation?
ERISA 06.12.2024

Cybersecurity Insurance: Yes, Plan Sponsors Need It

  Speaking at a Plan Sponsor Council of America convening, Lisa Gomez, the Assistant Secretary of the Employee Benefits Security Administration, emphasized the importance of cybersecurity insurance, and observed that many plan sponsors are confused…
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Cybersecurity Insurance: Yes, Plan Sponsors Need It
ERISA 06.07.2024

Plotting The Path To Retirement

  Many employees are now “flexing” into retirement via part-time work, down-sized responsibilities or passion-driven projects. Others hope for a full-on “stop” date. Though dreams differ, all workers need support making informed decisions. Leadership at…
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Plotting The Path To Retirement
ERISA 06.07.2024

Cybersecurity and Audits?

  Show me! Three years in, that’s what the Department of Labour (DOL) is asking businesses vis a vis responsiveness to its 2021 guidance on cybersecurity. Specifically, plan sponsors need to be ready to present…
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Cybersecurity and Audits?
ERISA 05.28.2024

Magic Number: $1.46 Million

  In another sign that much of our life planning and decision making continues to reflect a line in the sand (before pandemic/after pandemic), the amount of money Americans believe is needed to retire safely…
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Magic Number: $1.46 Million
ERISA 05.28.2024

Understanding Retirement Plan Fees

  Clarity around fees is a major concern for retirement plan sponsors, given their fiduciary obligations to participants. To that end, periodically benchmarking the fees and services associated with the plan is key. Here’s a…
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Understanding Retirement Plan Fees
ERISA 05.21.2024

SECURE 2.0 in 2024: Key Changes for Employers 

  Understand the key changes brought by SECURE 2.0 in 2024 that can help companies strengthen their retirement plans and better address the needs of employees. Changes include age-based contributions, student loan matching, emergency savings,…
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SECURE 2.0 in 2024: Key Changes for Employers