Our Blog - Surety Matters

Retirement plan sponsors take note: April 1 is a deadline for some retirement plan to take a Required Minimum Distribution (RMD) from their accounts. This can be confusing and stressful without proper planning. Here’s what…
Read Moreabout Required Minimum Distributions: The Basics

With clues to our identities now easily available all around the digital space, we are making it easier for cybercriminals to locate, us, figure out our passwords, and dig into our contact data too. Share…
Read Moreabout Digital Identity: Protection Advice

  Legal experts caution that the Department of Labor could be headed toward formalizing the cybersecurity responsibilities of retirement plan fiduciaries. Don’t be unprepared at the narrowing intersection between ERISA fiduciary duties and the cybersecurity…
Read Moreabout Cybersecurity: What Will The DOL Decide?

There are a lot of dreams tucked in with the dollars in the company-sponsored retirement plan. Freedom from routine. Health. Time with family. What else? Exploring the possibilities can motivate savings—plus, it’s energizing to think…
Read Moreabout Reinventing Futures: Retirement Savings

Your employer-sponsor retirement plan can probably tell the tale of this topsy turvy year: staffing changes, a shift to remote work, and, potentially, distribution and loan provisions allowed by the CARES Act. How should you…
Read Moreabout What’s Changed? Plan Auditors Need to Know

  Small businesses are lucrative targets for cybercriminals. Maddeningly, they are even considered “low-hanging fruit.” That puts every business—and its retirement plan data—at risk of a breach. Are you ready? Access To Money and Data…
Read Moreabout Cyber Security and Small Businesses

Now more than ever, employees are turning to the workplace for information and tools to help with financial wellness. Employees nearing retirement will benefit from the information to support their planning efforts. Plan sponsors are…
Read Moreabout Hoping To Retire Someday Soon?

Across the country, employers are looking for ways to help workers secure their financial futures while steering out of the pandemic and related economic disruption. Retirement planning experts suggest focusing on impactful plan design features….
Read Moreabout Impactful Retirement Plan Design Features

  Participants in the American Red Cross Savings Plan are suing the organization—and many of its fiduciaries—over excessive fees. Retirement plan fiduciaries from businesses of all sizes are taking note! Breach of Duties Alleged Regarding…
Read Moreabout Most ERISA Lawsuits Don’t Make Headlines