Our Blog - Surety Matters

Yes! These two different forms of protection exist for different reasons. Experts explain the purpose of each and the important roles these protections play in employer sponsored retirement plans. Understand the coverages you need as…
Read Moreabout ERISA Bond and Fiduciary Liability Insurance?

  The Supreme Court’s decision in Hughes v. Northwestern University earlier this year did not add or change fiduciary standards. Nevertheless, the case shone the spotlight on the duty of prudence by plan sponsors in…
Read Moreabout The Duty of Prudence: 5 Compliance Actions

  If the swirl of excessive fee lawsuits has you chasing down the retirement plan providers offering the lowest fees, hit pause. The fiduciary obligations of plan sponsors do not require committing to the options…
Read Moreabout Chasing The Lowest Fees?

  Regulations, employee turnover, cybersecurity guidelines, investment options in bumpy times—these and more mean retirement plan sponsors never have a dull day. With September fast approaching, it’s time to make note of important actions needed…
Read Moreabout September’s Coming…

Though we all know cyber threats are out there and we are in some way responsible for the protection of the retirement plan, we are not always clear on the specific kinds of actions that…
Read Moreabout Three Levels of Responsibility: Cybersecurity

  Planning, saving and investing for retirement has always been full of unknowns and these days, retirement plan participants and sponsors alike find themselves particularly bleary eyed. Experts encourage plan sponsors to try focusing on…
Read Moreabout Quantifiable Results?

  Experts caution small business owners against thinking they can save money by administering a company sponsored retirement plan without expert help. Similarly, companies who have long sponsored retirement plans might be overly complacent and…
Read Moreabout 401k Plan Sponsorship: Going It Alone?

  If you don’t understand the fees associated with your company sponsored 401k plan, don’t worry, you’re not alone. In fact, some retirement plan experts say that not knowing and evaluating plan fees is the…
Read Moreabout Request a Fee Breakdown

  Claims of fiduciary breaches over the fees and performance of investment options in retirement plans continue—with most litigation ending in hefty settlements and paving the way for more cases, impacting more plans and businesses….
Read Moreabout Oversight: Participant Data