Our Blog - Surety Matters

  In the 20 years between 2003 and 2023, what significant progress has been made related to employer sponsored retirement plans? Some thought leaders point out that the answer can best be found through solid…
Read Moreabout Access Vs Participation?

  The Employee Retirement Income Security Act opened the doors for employers to offer 401k plans to employees. ERISA’s robust standards, aimed at ensuring all plan decisions are made in the best interest of participants,…
Read Moreabout ERISA and Fiduciary Liabilities?

  Small businesses looking to attract and retain committed employees may be trying too hard to offer nifty sounding new perks while overlooking classics, like a 401k. In fact, surveys reveal that employers tend to…
Read Moreabout Perks: Shiny New Vs Tried and True?

  The Department of Labor has issued updated cybersecurity guidance, and confirmed that the protocols are applicable to all plans covered by the Employee Retirement Income Security Act (ERISA). Attorneys are advising fiduciaries to implement…
Read Moreabout Updated Cybersecurity Guidance

  This year’s hurricane season has already been noteworthy, and weather projections indicate that “above the norm” levels of stormy weather will continue through the fall. Business owners, especially plan sponsors, are wise to take…
Read Moreabout Stormy Weather: Zip Up

  Claims focused on “failed fiduciary process” related to the use of plan forfeitures  continue to bubble up. With the lawsuits winding through federal courts, it’s too early to know if they will trigger the…
Read Moreabout Forfeiture Claims: Copycats?

  When the Employee Retirement Income Security Act makes headlines, it’s usually something for plan sponsors to worry about, such as lawsuits, increased regulatory measures or cybersecurity concerns. But here’s celebratory ERISA news: the 50th…
Read Moreabout Celebrating ERISA At 50?

  The fiduciary duties of retirement plan sponsors apply to both the interests of participants and beneficiaries. Accordingly, it is essential for plan sponsors to make sure the processes for designating, reviewing and updating beneficiaries…
Read Moreabout Beneficiary Designations: Essential Practices

  As plan sponsors across the country wander into the swirl of lifetime income options becoming available, ERISA experts remind them to stay focused on the essence of their fiduciary duties–prudence and loyalty–whenever assessing plan…
Read Moreabout Assessing New Products?