Our Blog - Surety Matters

When plan participants make complaints, take them seriously from the beginning. In addition to the threat of an ERISA lawsuit, you could also find yourself getting a call from the Department of Labor (DOL) to…
Read Moreabout Audit Alert: Are You Ready?

  As the employment disruptions set in motion by the pandemic continue for businesses and their workers, it’s an important time for plan sponsors to facilitate the portability of retirement accounts between companies. Job path…
Read Moreabout Commit To Portability

The majority of small business owners significantly underestimate digital security risks, and are therefore unprepared and unprotected for data breaches. The results are costly—and devastating. Here’s what you need to know to protect your business—and…
Read Moreabout Stay Open: Protection Is Available

As a retirement plan sponsor, you have a fiduciary responsibility to make sure that the plan fees are reasonable. In addition to the fact that it is in the best interest of everyone to avoid…
Read Moreabout Retirement Plan Fees?

Among the many dangers of big, headline making cyber attacks is distraction. At the moment, for example, while we are all busy wondering about the availability of gas, what ransomware can do, and so on,…
Read Moreabout Retirement Plans and Cybersecurity: Ongoing Threats

Opening up the office? Woohoo! Congrats! An actual coffee break with colleagues has never been sweeter, right? Whose birthday needs a cake? Just remember, re-opening creates new opportunities for cyber criminals too. They’re ready—are you?…
Read Moreabout New Opps for Cyber Criminals

As a record number of new ERISA class actions were filed in the past year, smaller retirement plans are increasingly impacted. Since even the allegation of an ERISA breach can be very costly, small businesses…
Read Moreabout Even Allegations Are Costly

  Government plans dubbed “Secure 2.0” are underway, strengthening 2020’s Secure Act to advance more retirement saving efforts. Recognizing that the COVID-19 crisis has underscored the critical importance of saving, policy makers are eager to…
Read Moreabout Heading Into Act Two

Information about how ERISA litigation is playing out in courtrooms across the country helps retirement plan fiduciaries understand their increasing responsibilities. With the Department of Labor’s recent call to action on cybersecurity, fiduciaries from plans…
Read Moreabout Expanding: ERISA Fiduciary Responsibilities