Our Blog - Surety Matters

The responsibility of conducting due diligence on the retirement plan advisor is a daunting tasks for most plan sponsors. Without finance and investment experience, it can indeed be difficult to periodically review the performance of…
Read Moreabout Conducting Due Diligence on Advisors

ERISA Section 404(c) Protection? the Employee Income Security Act (ERISA) imposes personal liability on the fiduciaries of 401k accounts when breaches in responsibilities result in losses to participants, relief from this liability is possible—but only…
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  You! Although retirement plan sponsors and third party administrators may think of cybersecurity as a giant and never-ending swamp that would be nice to avoid, experts remind us that our vigilance is really the…
Read Moreabout The Last Line of Defense?

  Experts urge retirement plan sponsors to ratchet up their attention to cybersecurity—because cyber criminals have decided retirement accounts are worth their efforts. One immediate step plan sponsors can take is ensuring that an expert…
Read Moreabout A Must Have: Response Plan

  Retirement plan experts remind plan sponsors that market volatility makes it extra important to review plan investments. Additionally, as cost curtailment becomes a reality for some businesses, experts share tips on how to make…
Read Moreabout Bumpy Times: Retirement Plan Shifts?

  Cybercriminals consider attacks against retirement accounts a lucrative business. That’s why they don’t blink at putting in extra time and effort to invade our hard earned retirement savings. Experts remind plan sponsors to keep…
Read Moreabout Lucrative Business? Cybercrime!

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