Our Blog - Surety Matters

  Everyone at work is at least vaguely aware that cybersecurity is a duty shared by all. That doesn’t however make regularly and consistently practicing cyber hygiene a given during busy days. Increasingly, human resource…
Read Moreabout Cybersecurity: HR Responsibilities

  Most retirement plans are required to submit Form 5500 at the end of July. Changes effective this year are significant. Though preparation of Form 5500 is generally done through service providers, plan sponsor sign…
Read Moreabout Compliance and Form 5500?

  Could be. Even as the ERISA Industry Committee (ERIC) urges curtailment of the frivolous litigation disrupting plan sponsors across the country, hungry AI enthusiasts are offering to provide plaintiff attorneys with potential new cases,…
Read Moreabout AI: Spurring More ERISA Lawsuits?

  Plan sponsors, in accordance with The Employee Retirement Income Security Act (ERISA), must manage retirement plans prudently, following what is known as “the prudent man standard of care.” Though this sounds straightforward enough, what…
Read Moreabout Prudent Process?

  Concerns about volatility and inflation are driving plan sponsor efforts to re-evaluate investment lineups. According to research from MFS Investment Management, sponsors are tuning into the financial worries of plan participants, and looking for…
Read Moreabout Rethinking Investment Options

  Retired plan sponsors are busy people, with lots of built in duties and deadlines. Learning about SECURE 2.0 provisions, keeping up with cybersecurity protocols, and staying on top of emergent regulations contribute to ever…
Read Moreabout Fully Engaging As a Plan Sponsor?

  Settlements to resolve alleged ERISA violations reached record highs in 2023. Claims brought on behalf of plan participants related to fees, investment performance, and more continue to wind through courts. In an effort to…
Read Moreabout Curtailing Frivolous Litigation?

  Speaking at a Plan Sponsor Council of America convening, Lisa Gomez, the Assistant Secretary of the Employee Benefits Security Administration, emphasized the importance of cybersecurity insurance, and observed that many plan sponsors are confused…
Read Moreabout Cybersecurity Insurance: Yes, Plan Sponsors Need It

  Many employees are now “flexing” into retirement via part-time work, down-sized responsibilities or passion-driven projects. Others hope for a full-on “stop” date. Though dreams differ, all workers need support making informed decisions. Leadership at…
Read Moreabout Plotting The Path To Retirement