Our Blog - Surety Matters

Experts anticipate that 2021 could bring plan sponsors more regulatory action to keep on top of—and increased litigation concerns too. Trends and Predictions With cybersecurity increasingly a challenge, some legal experts predict that in 2021,…
Read Moreabout Head’s Up for Plan Sponsors: 2021 Will Be Hopping!

As plan sponsors put cybersecurity protections in place, they will find it helpful to prepare for related questions from benefit plan auditors. Follow The Auditors Although the Department of Labor has not issued specific guidance…
Read Moreabout Retirement Plan Audits and Cybersecurity

Many of us have started paying increased attention to cybersecurity at work and at home. Experts advise that we are nowhere near done with data protection. Disruption Opens More Possibilities for Criminals The space between…
Read Moreabout Cybersecurity Forecast for 2021

As anticipated, the U.S. Department of Labor (DOL) has released a final rule updating and detailing the fiduciary duties of prudence and loyalty under ERISA. Plan Sponsors: Pay Attention—Even When Voting By Proxy! The new…
Read Moreabout Prudence and Loyalty: New Regulations for Plan Fiduciaries

Increasingly, business strategies are expanding from cybersecurity basics to the broader approach of cyber resilience. This is important for retirement plans too! Preventing Threats—and Enabling Business Continuity Too No matter how good the cybersecurity controls…
Read Moreabout Is Your Retirement Plan Ready for a Data Breach?

Lawsuits filed against retirement plan sponsors are on the rise—and tend to linger. Draw insights from them to help you protect yourself, your company, and your plan. A Lingering Case Against a Plan Sponsor Recently,…
Read Moreabout Lawsuits Against Plan Sponsors: They Really Do Happen!

Benefits lawyers are currently experiencing a flood of lawsuits related to 401(k) plans. Plan sponsors need to closely follow ERISA regulations and ensure protection for retirement plans—and themselves. Challenging 401(k) Plan Fees An analysis by…
Read Moreabout 401(k) Class Action Suits on The Rise: Protect Yourself and Your Plan

Chances are good that your company’s employees need to save more toward retirement. This is true across the country. New lifetime income disclosures mandated by the SECURE Act, aim to educate employees—and motivate them to…
Read Moreabout Understanding Retirement Savings: Lifetime Income Illustrations

If you are in charge of your company’s employee retirement plan, you are entrusted with safeguarding the future of your employees. Exercise every precaution to protect them, the company—and yourself. ERISA Lawsuits Are Common There…
Read Moreabout Plan Sponsorship Is Serious Business: Take Precautions