Our Blog - Surety Matters

  Attorneys specializing in ERISA law are carefully monitoring several cases currently winding their way through the courts: decisions are likely to establish precedents related to the fiduciary responsibilities associated with cybersecurity. Plan sponsors are…
Read Moreabout Assume The Obligation: Cybersecurity

Hundreds of Hours of Work… That’s what it can take businesses to paddle out from under the damage and chaos caused by cyber breaches. Notifications, regulatory processes, credit and identity monitoring, forensics—all require careful attention….
Read Moreabout Hundreds of Hours of Work…

  Regulatory compliance for retirement plans requires vigilance with the policies and proceedings of both the Internal Revenue Service and the Department of Labor. Experts observe that both have ratcheted up their scrutiny of retirement…
Read Moreabout Heightened Scrutiny: Retirement Plans

  Of course we are. It’s hard enough to run a business. Adding on a retirement plan is a wonderful and important thing to do, but comes with a whole host of serious fiduciary responsibilities….
Read Moreabout Tips for Plan Sponsors: Short On Time?

  Although both retirement plan participants and sponsors have worries about  retirement plans, neither expect to make substantial changes to contributions this year. According to Ubiquity’s State of the Industry survey, fear of not having…
Read Moreabout Stressed But Sticking With The Plan

  Yes, it’s true. Some costs are trending down—and that includes investment fees for retirement plans: they have been declining over the past six years. 2022 was no exception. Explore the trend, and pause to…
Read Moreabout Good News: Fees Dropping

  Despite widespread communication efforts on password safety, most of us remain sloppy, preferring patterns and words that are easy to remember over best practices in password hygiene. Techies say help is on the way…
Read Moreabout Passkeys To The Rescue?

  The assets left behind when a retirement plan participant dies must be properly administered. This requires remaining abreast of the “life status” of participants and connecting with beneficiaries accordingly. Though monitoring death is no…
Read Moreabout Life Status: A Fiduciary Obligation

  To increase 401k participation and savings, messaging has to focus on achievable goals and use the delivery channels savers at different ages are most likely to find relevant. Marketing experts share actionable strategies.  …
Read Moreabout Messaging Matters: 401k Participation