Our Blog - Surety Matters

It’s hard to believe but January 2021 is right around the corner! For plan sponsors, that means now is the time to make way for part-time employees to participate in 401(k) plans. Comply With the…
Read Moreabout Part-Time Employees Can Now Contribute to Pension Plans

Chances are good that your company’s employees need to save more toward retirement. This is true across the country. New lifetime income disclosures mandated by the SECURE Act, aim to educate employees—and motivate them to…
Read Moreabout Understanding Retirement Savings: Lifetime Income Illustrations

If you are in charge of your company’s employee retirement plan, you are entrusted with safeguarding the future of your employees. Exercise every precaution to protect them, the company—and yourself. ERISA Lawsuits Are Common There…
Read Moreabout Plan Sponsorship Is Serious Business: Take Precautions

Employees lack trust in benefit plans. As a business owner—and plan sponsor,  take action to respond to their needs. A great first step: provide more information. What Do Employees Want to Know About Benefit Plans?…
Read Moreabout The Importance of Communicating About Employee Benefit Plans

All of us! Even before the financial challenges brought on by COVID-19, retirement saving for workers in the US was insufficient—and in fact, worsening. For example, data from 2014-2017 shows that only 40% of employers…
Read Moreabout Who Needs to Save for Retirement?

Identity theft has been on the rise—and that means plan sponsors have to up their cybersecurity efforts. According to AARP: Identity theft occurs when someone obtains someone else’s personal information, such as a Social Security…
Read Moreabout Identify Theft—Are Your Benefit and Retirement Plans Safe?

It’s going to be a busy fall for employee benefit administrators and retirement plan sponsors across the country, as the federal government rolls out guidance and standards related to the SECURE Act. Small business owners…
Read Moreabout Help for Small Businesses: Employee Retirement Benefit

Equifax! JP Morgan Chase! Capital One! Adobe…! Large companies, including these, are responsible for the massive security breaches of the past decade—impacting the personal data of hundreds of millions of customers. These stories make the…
Read Moreabout Cyber Liability Insurance for Small Businesses

Across the country, retirement plan sponsors are in “wait and see mode” as the U.S. Department of Labor (DOL) works to rapidly rolling out proposed new regulations. Many of the efforts are intended to respond…
Read Moreabout Changes Impacting ERISA Are Coming