Our Blog - Surety Matters

  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?

  With ERISA headed into its next 50 years, robust compliance with the high standards it continues to set is a high priority for retirement plan sponsors. Regulatory investigations, class action lawsuits, and courtroom precedence…
Read Moreabout Evolutionary: ERISA

  If only we followed through on everything, what would life be like? It’s hard to know, but this much is sure: business owners who never get around to cybersecurity insurance will regret it the…
Read Moreabout Woulda, Coulda, Shoulda?

  Protected by ERISA, which is now fifty years old, company sponsored retirement plans came of age when employees aimed to work up the ladder within a business, and retire securely, after a good climb….
Read Moreabout Career Path: Ladder Vs Pogo Stick?

  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?