Our Blog - Surety Matters

Busy person and plan sponsor: one and the same, right?  As a business owner, you’ve likely found that sponsoring a retirement plan for yourself and your employees, though critically important, can really add to your…
Read Moreabout Easy To Forget: Reminders for Plan Sponsors

  Starting and administering a 401(k) retirement plan can be a daunting challenge for small businesses. Tax credits can help. If you’ve previously begun a plan, you may even be eligible for tax credits now….
Read Moreabout 401(k) Tax Credits for Small Businesses

Many 401k savers are unrealistic when budgeting for retirement. Healthcare costs are frequently underestimated, with Medicare coverage largely misunderstood. When educating plan participants about retirement savings, plan sponsors are encouraged to raise awareness about the…
Read Moreabout Medicare Basics for Retirement Budgeting

  When cyber crimes lead to the fraudulent distribution of retirement funds, who is responsible? While official answers play out in court rooms and regulatory departments across the country, legal experts offer practical advice to…
Read Moreabout Responsibilities and Risks: Cyber Theft

Retirement plan fiduciaries are responsible for these answers—no matter how big or small the plan and the company are. In the event of legal and compliance challenges, big companies face big-dollar lawsuits (like Blackrock’s recent…
Read Moreabout Pop Quiz: Plan Fees? Investment Options?

   Fidelity Investments’ 2021State of Retirement Study found that many plan participants would benefit from increased knowledge about the fundamentals of secure retirement. Here are some helpful points of emphasis for communications with plan participants….
Read Moreabout Lots To Learn: Retirement Savings

  The Employee Retirement Income Security Act (ERISA) was passed in 1974. Think about how much has changed since then! No wonder there is increasing pressure for thorough regulatory updates to better protect the trillions…
Read Moreabout Overdue: Updated Protection Plans

First quarter studies show that women are rowing hard to gain financial ground after the disruptions of 2020. The trends provide retirement plan sponsors with valuable insights to inform plan design and communications. Expect The…
Read Moreabout Rowing Forward: Women and Retirement Savings

Retirement plan sponsors take note: April 1 is a deadline for some retirement plan to take a Required Minimum Distribution (RMD) from their accounts. This can be confusing and stressful without proper planning. Here’s what…
Read Moreabout Required Minimum Distributions: The Basics