Our Blog - Surety Matters

  Is your retirement plan providing adequate information to participants about the funds in the plan? What does the Department of Labor consider adequate? What services can you ask a plan advisor to provide? These…
Read Moreabout Investment Advice for Participants?

Spending trends are way up! Pension industry experts advise retirement plan sponsors to ensure participants are receiving a steady flow of information about saving and retirement planning. Thriving retirement plans focus on high levels of…
Read Moreabout Revenge Spending vs Retirement Savings?

As the lifetime income illustrations mandated by the SECURE Act begin to appear on participant statements, experts predict there will be even more interest in annuities. Plan sponsors are addressing the growing interest in annuities…
Read Moreabout Lifetime Income: Annuity Interest?

As a plan sponsor, one of your critical duties is the selection and monitoring of the plan service providers. If they make an error, you could be held personally liable. Though you can never fully…
Read Moreabout On The Hook: Errors Caused By Providers?

 Finding that 45% of retirement plan participants do not understand the information they receive about fees, the Government Office of Accountability has given the Department of Labor recommendations for strengthening fee disclosure regulations. What Will…
Read Moreabout Head’s Up: Fee Disclosures?

As the work world—and employee expectations—continue changing rapidly, don’t be surprised by a curiosity about the potential for cryptocurrency as an investment option in the company retirement account. There are in fact a growing number…
Read Moreabout Cryptocurrency and 401(k)?

Studies find that retirement plan participants crave more clear communication. Jargon is off-putting for everyone—and especially for Generation Z and Millennials. Industry experts conclude that even small changes can increase clarity, understanding and engagement. What…
Read Moreabout Retirement Lingo: Scratch The Jargon

  If you are a plan sponsor, responsible—that’s you. In fact, ERISA law obligates you to be more careful with the retirement assets of your employees than you are with your own money. Irresponsibility—whether or…
Read Moreabout Responsible?

How’s participation going in your company-sponsored retirement plan? Amidst all the fiduciary duties involved in providing the plan, it can be easy to lose sight of the end goal—thriving retirement for all. Here are new…
Read Moreabout Motivational Messaging: Retirement Savings