Our Blog - Surety Matters

  A proper SPD is mandatory for compliance of the company sponsored retirement plan with ERISA. Importantly, a good, solid SPD is also helpful in the administration of the retirement plan and can even be…
Read Moreabout Summary Plan Description?

  Though many of us are still wondering where August went, we’re actually closer to New Year’s 2023 then Labor Day 2022. The government has announced the contribution limits for elective deferrals to retirement accounts…
Read Moreabout 2023’s Coming: Contribution Limits

  Making it easier for employees to bring their retirement savings along when they shift jobs obviously benefits them. Because it reduces the fiduciary risks associated with missing participants and auto cash-outs, facilitating portability also…
Read Moreabout 401k Auto Portability Benefits Everyone

  As part of its intense focus on retirement security, Congress is considering new two-pronged legislation. If it passes, retirement industry experts anticipate that plan sponsors might face more trips to court stemming from fiduciary…
Read Moreabout Head’s Up: Amended ERISA Legislation?

  Among the many requirements for 401(k) plans are the timely dissemination of a variety of standard notices to participants. ERISA experts remind us that adhering to notice requirements is critical: failure leaves participants without…
Read Moreabout Retirement Plans: Notice Failure?

Together, small businesses are the largest employer in the country—and they are increasingly prioritizing worker well being. For example, according to new research, one in four are responding to the disruption of the pandemic by…
Read Moreabout A Rising Priority: Benefits!

Morgan Stanley Smith Barney, a multinational investment bank and financial services giant, is being sued by former and current clients for allegedly failing to make sure account numbers, social security details, and other personal information…
Read Moreabout Morgan Stanley Faces Data Breach Lawsuit

The coronavirus pandemic is compelling businesses across all industries to incorporate new and improved cybersecurity measures into their daily activities. A three-month examination from Teiss, a cybersecurity hub, reports that new threats are emerging faster…
Read Moreabout COVID-19’s Effect on the Data Breach Terrain

The Federal Bureau of Investigation is surveilling a recent data breach that seized the vital information of coronavirus-positive South Dakota residents. The data breach occurred in June of 2020, and surfaced when a third-party vendor unearthed…
Read Moreabout FBI Probes COVID-19 Patient Data Breach