Our Blog - Surety Matters

  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

  Cybersecurity is absolutely personal: our data, accounts, savings—everything—requires protection. Another thing that’s become personal at most of our businesses is communication: targeted marketing is better then broad sweeps. Here’s the thing: increased reliance on…
Read Moreabout Cybersecurity: It’s Personal

  Regulators at both the IRS and the DOL have made it clear that retirement plans must double down on efforts to prevent missing participants so that benefits can be distributed on schedule. Read on…
Read Moreabout Missing Participants: Catch Up!

  Let’s face it: the term can be confusing—and the responsibilities are daunting when it comes to having a fiduciary role related to company sponsored retirement plans. Financial experts point out that repeated attempts by…
Read Moreabout Fiduciary?