Our Blog - Surety Matters

  Despite years of costly allegations over investment performance, many plan sponsors are not adequately monitoring. Lawsuits naming businesses–and their fiduciaries—-continue to underscore the importance of making decisions that benefit participants and documenting the prudent…
Read Moreabout Personally Responsible?

  When it comes to a 401k, more savings for more employees is certainly better, and small businesses certainly can and do sponsor thriving retirement plans. Nonetheless, bigger 401k plans tend to have some built…
Read Moreabout Is Bigger Better?

  Chances are good that if you are a plan sponsor with 100 or more employees, yes, you are paying more than what’s considered efficient. Read on for the results of an analysis  of thousands…
Read Moreabout 401k Fees: Paying Too Much?

  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?

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

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?