Our Blog - Surety Matters

Studies find that retirement plan participants crave more clear communication. Jargon is off-putting for everyone—and especially for Generation Z and Millennials. Industry experts conclude that even small changes can increase clarity, understanding and engagement. What…
Read Moreabout Retirement Lingo: Scratch The Jargon

  If you are a plan sponsor, responsible—that’s you. In fact, ERISA law obligates you to be more careful with the retirement assets of your employees than you are with your own money. Irresponsibility—whether or…
Read Moreabout Responsible?

Benefits lawyers are currently experiencing a flood of lawsuits related to 401(k) plans. Plan sponsors need to closely follow ERISA regulations and ensure protection for retirement plans—and themselves. Challenging 401(k) Plan Fees An analysis by…
Read Moreabout 401(k) Class Action Suits on The Rise: Protect Yourself and Your Plan

Plan sponsors have a lot of responsibility as fiduciaries when managing an employee benefit plan. They have to make sure that the plan assets are invested properly, employees are given adequate information about benefits, employees…
Read Moreabout Hiring Outside Advisors Does Not Remove Plan Sponsor Fiduciary Liability

Retirement plans and, specifically, their plan sponsors are being threatened more and more by cyber attacks. Recordkeepers, custodians, and third party administrators are being attacked due to all the valuable personal data they harbor and…
Read Moreabout Plan Sponsors Specifically Threatened by Cyber Attacks

To combat the latest cyber-security threats, the company Mozilla stated that its newest version of its Firefox web browser will incorporate an updated malware-blocking service that will verify signatures for the application downloads. If signed,…
Read Moreabout Mozilla to Block Malicious Downloads in Firefox

In this digital province where everyone’s information is found online, it’s a no brainer to make cyber security a priority. When protecting your business and its valuable data, it’s never a smart idea to cut…
Read Moreabout 6 Cyber Security Tips for Small Businesses

A trust settlor, also known as a grantor, trustor, trust maker, or creator, is the person who creates the trust. When making a trust, they establish which property of theirs they will grant to the…
Read Moreabout Who Starts a Trust

Guardians are appointed by courts to aid a person with their financial needs. The most common types of guardians and the ones you’ve probably heard about are guardians of minors. The minor they are aiding…
Read Moreabout Types of Guardianships