Our Blog - Surety Matters

Among the many details to attend to when sponsoring a retirement plan, is the careful recording of employee termination dates. This record is critical to the subsequent execution of a multitude of plan provisions. With…
Read Moreabout Compliance: Termination Dates

  Poor password practices and other careless habits among retirement plan participants contribute to the cybersecurity threats—and breaches—occurring to retirement accounts. Though plan sponsors cannot of course control participant behavior, they must exert diligence in…
Read Moreabout Careless Participants?

  How much do you need to save to achieve your monthly budget for retirement? This question exemplifies how traditionally, retirement planning tools rest on an assumption that somehow, magically, once we retire, our expenses…
Read Moreabout Needs, Wants and Wishes Too

Understandably, retirement plan sponsors rely on their record-keeping service providers to stay on top of a lot—including hundreds of rules. However, even with great effort, recordkeepers make mistakes, so plan sponsors are advised to remain…
Read Moreabout Stay Alert:Recordkeepers

It makes good sense for retirement plan sponsors to contract with an investment professional for guidance on the plan. Unfortunately, many plan sponsors are unclear on what, if any, fiduciary responsibilities the investment professional is…
Read Moreabout Investment Professionals: What’s The Deal?

Experts remind employee benefit plan managers that they have increased accountabilities for cybersecurity and must roll up their sleeves to work at the intersections of plan management and technology.   Mind The Gap Leaders at…
Read Moreabout Benefit Management Priority: Cybersecurity

  The role of employers in helping workers plan and save for retirement is growing and recordkeeping service providers are responding with expanded offerings, often provided through third parties. Accordingly, when selecting and monitoring recordkeepers,…
Read Moreabout Recordkeepers and Their Providers: Diligence!

  Retirement plan service providers have been investing in online tools and content to keep plan participants more engaged, informed and active in managing their paths to retirement. Recent research illustrates how digital experiences are…
Read Moreabout Saving for Retirement: Technology Helps

  That’s how many Baby Boomers are retiring—each day. In 2024, the United States will have more 65 year olds then at any other time in history. Experts observe that those planning for retirement are…
Read Moreabout 10,000 A Day?