Our Blog - Surety Matters

   Most companies can’t give employees the kind of stock options Tesla does, but even a modest 401(k) employer match makes a big difference—for the employees and the company too. The Scoop At Tesla Tesla…
Read Moreabout What About The Employer Match?

Legal experts suggest specific steps we can all take to protect information and assets in our businesses. Plan sponsors will find these practical actions helpful, since plan data and assets make such juicy targets for…
Read Moreabout Cybersecurity: Action Steps for All of Us

Facing the financial challenges set in motion by the pandemic has been hard on many workers and employers. In response, experts recommend strategic action to help with retirement saving. Toward Financial Security: Step By Step…
Read Moreabout Behavioral Research for Retirement Plans To Act On

  There are promising trends in fourth-quarter retirement fund reports. With efforts to save increasing, efforts to protect funds require renewed attention too. New Efforts To Save As businesses and employees across the country grind…
Read Moreabout Promising Trends In Retirement Savings

  Amidst the deluge of ERISA litigation hitting the news, plan sponsors are encouraged to remember: the essentials of sound retirement plan practices can reduce the risk of common exposures—and result in satisfied plan participants…
Read Moreabout Best Practice: Satisfied Retirement Plan Participants

  When it comes to 401(k) plans, the employer, the service providers and the participants each have important roles to play in protecting the plan against cybercrime. A Cautionary Tale: Retirement Plan Funds Do Get…
Read Moreabout Cybersecurity and Retirement Plans: A Three-Legged Stool

  Were better investment options available? Why were the record-keeping fees so high? These are among the questions behind a new 401(k) class-action case challenging a Coca-Cola Bottlers’ Association—and the plan fiduciaries. Alleged ERISA Violations…
Read Moreabout Challenging Plan Fiduciaries: Examining A New Class Action Case

  Many people who have been able to remain healthy and working during the COVID-19  crisis are increasingly focused on saving money. Insights from a recent survey hold important clues for how retirement plan sponsors…
Read Moreabout New Priorities: Save, Save, Save

The Department of Labor’s Electronic Disclosure Rule finally allows retirement plans to satisfy information disclosure requirements electronically. Head’s up, though: plans that have not stepped up cybersecurity and data protection efforts have a lot to…
Read Moreabout Hurrah for E-Delivery: Are You Covered?