Our Blog - Surety Matters

  Trends toward both living and working longer are shifting how employees and employers have traditionally thought about financing retirement. Flexible hours and flexible benefits are becoming ever more important, and offering these benefits gives…
Read Moreabout Longevity Planning Vs Retirement Planning?

  That’s a big worry the majority of retirement plan participants, according to industry surveys. Participants also indicate interest in establishing consistent monthly income streams, but plan sponsors are unsure how to go about providing…
Read Moreabout Running Out of Money

The responsibility of conducting due diligence on the retirement plan advisor is a daunting tasks for most plan sponsors. Without finance and investment experience, it can indeed be difficult to periodically review the performance of…
Read Moreabout Conducting Due Diligence on Advisors

ERISA Section 404(c) Protection? the Employee Income Security Act (ERISA) imposes personal liability on the fiduciaries of 401k accounts when breaches in responsibilities result in losses to participants, relief from this liability is possible—but only…
Read Moreabout ERISA Section 404(c) Protection?

  You! Although retirement plan sponsors and third party administrators may think of cybersecurity as a giant and never-ending swamp that would be nice to avoid, experts remind us that our vigilance is really the…
Read Moreabout The Last Line of Defense?

  Experts urge retirement plan sponsors to ratchet up their attention to cybersecurity—because cyber criminals have decided retirement accounts are worth their efforts. One immediate step plan sponsors can take is ensuring that an expert…
Read Moreabout A Must Have: Response Plan

  Retirement plan experts remind plan sponsors that market volatility makes it extra important to review plan investments. Additionally, as cost curtailment becomes a reality for some businesses, experts share tips on how to make…
Read Moreabout Bumpy Times: Retirement Plan Shifts?

  Cybercriminals consider attacks against retirement accounts a lucrative business. That’s why they don’t blink at putting in extra time and effort to invade our hard earned retirement savings. Experts remind plan sponsors to keep…
Read Moreabout Lucrative Business? Cybercrime!

Among the many details to attend to when sponsoring a retirement plan, is the careful recording of employee termination dates. This record is critical to the subsequent execution of a multitude of plan provisions. With…
Read Moreabout Compliance: Termination Dates