Our Blog - Surety Matters

  Plan sponsors play a critical role in getting Gen Z employees off to a great start on both retirement savings and overall financial wellness. Toward that end, being a trusted source of information, and…
Read Moreabout Retirement Intel for Younger Employees

  Fact of life: families change—and so do the needs of the individuals in them. Accordingly, financial plans, accounts, documents, named beneficiaries and appointed fiduciaries must be reviewed and adjusted periodically in order to keep…
Read Moreabout Complex Family? Estate Plan!

  Born between 1997 and 2012, members of Gen Z are the first generation to have grown up with smart phones and social media embedded in their lives. They are generally thought to be financially…
Read Moreabout Gen Z Beneficiaries?

  Some of us may be unorganized in our approach to the management of personal finances—and that is no one’s business but our own. However, when it comes to serving as a retirement plan sponsor,…
Read Moreabout Unorganized? Get a Grip!

  What’s 12.5% of 60 million? A lot—and that’s the approximate number of retirement plan participants who have outstanding loans against their savings. ERISA experts point out that “a lot” also represents the administrative errors…
Read Moreabout Retirement Plan Loan Errors

  While it is important for everyone to have a plan for aging, those embarking on the journey alone—sojourners—arguably need to be the most proactive about putting plans in place. Perhaps the most challenging aspect…
Read Moreabout Aging Solo? Appoint A Fiduciary

  Although executors are designated when a Last Will and Testament is created, they do not officially undertake their duties until appointed at the onset of probate proceedings. In some states, including New Jersey, probate…
Read Moreabout Appointed In Surrogate Court: Executors

  With workers reporting heightened fears about not having enough income to retire, plan sponsors are becoming increasingly active with retirement plan design. Specifically, a new survey by PGIM finds that plan sponsors are educating…
Read Moreabout Where Do You Stand?

  So far, 2023 has not been a great ride for plan sponsors: litigation and compliance issues are up—and participant confidence in retirement is down. A first quarter analysis points to a variety of challenges…
Read Moreabout Ups and Downs?