Our Blog - Surety Matters

  Clarity around fees is a major concern for retirement plan sponsors, given their fiduciary obligations to participants. To that end, periodically benchmarking the fees and services associated with the plan is key. Here’s a…
Read Moreabout Understanding Retirement Plan Fees

  Understand the key changes brought by SECURE 2.0 in 2024 that can help companies strengthen their retirement plans and better address the needs of employees. Changes include age-based contributions, student loan matching, emergency savings,…
Read Moreabout SECURE 2.0 in 2024: Key Changes for Employers 

  Baby Boomers are living longer than earlier generations, and many have developed skills employers rely on: if every eligible Boomer fully retires as soon as eligible, employers will face labor shortages. No wonder businesses…
Read Moreabout Flex-Tirement? Grand-ternity?

  That’s the trend in the United States, where fewer births and longer lives are resulting in lots of tense conversation about retirement savings. Will we make it? Some experts say it’s time to push…
Read Moreabout More Grandparents Than Grandchildren?

  How many of your current employees would change jobs in a heartbeat if offered better benefits at a different company? A survey conducted by TIAA’s Nuveen offers this answer: 7 in 10. Specifically, employees…
Read Moreabout One Size Fits All? No Thanks…

Perhaps not surprisingly, employees are often more concerned with accomplishing their tasks quickly, than with workplace cybersecurity. As a result, many, knowingly or not, are going around “cumbersome” cybersecurity protocols. Use of unapproved apps and…
Read Moreabout Productivity Vs Cybersecurity?

  As fiduciaries, plan sponsors must take an active role in overseeing the plan, even when outsourcing. Here are examples of best practices for plan sponsors related to keeping all participants engaged and informed, avoiding…
Read Moreabout Best Practices for Retirement Plan Sponsors

  Even as The Department of Labor continues efforts to clarify the fiduciary rule, it’s critical for plan sponsors to understand and act in accordance with the fundamentals of the role under the standards of…
Read Moreabout Fiduciary Basics for Plan Sponsors

  The financial pressures on workers are many. Student loans, home purchases, caregiving, and health expenses all get in the way of saving for retirement. No wonder financial worries weigh down on employees, impacting businesses…
Read Moreabout Toward Better: Retirement Saving Success