Our Blog - Surety Matters

  Plan sponsors, in accordance with The Employee Retirement Income Security Act (ERISA), must manage retirement plans prudently, following what is known as “the prudent man standard of care.” Though this sounds straightforward enough, what…
Read Moreabout Prudent Process?

  Concerns about volatility and inflation are driving plan sponsor efforts to re-evaluate investment lineups. According to research from MFS Investment Management, sponsors are tuning into the financial worries of plan participants, and looking for…
Read Moreabout Rethinking Investment Options

  Retired plan sponsors are busy people, with lots of built in duties and deadlines. Learning about SECURE 2.0 provisions, keeping up with cybersecurity protocols, and staying on top of emergent regulations contribute to ever…
Read Moreabout Fully Engaging As a Plan Sponsor?

  Settlements to resolve alleged ERISA violations reached record highs in 2023. Claims brought on behalf of plan participants related to fees, investment performance, and more continue to wind through courts. In an effort to…
Read Moreabout Curtailing Frivolous Litigation?

  Speaking at a Plan Sponsor Council of America convening, Lisa Gomez, the Assistant Secretary of the Employee Benefits Security Administration, emphasized the importance of cybersecurity insurance, and observed that many plan sponsors are confused…
Read Moreabout Cybersecurity Insurance: Yes, Plan Sponsors Need It

  Many employees are now “flexing” into retirement via part-time work, down-sized responsibilities or passion-driven projects. Others hope for a full-on “stop” date. Though dreams differ, all workers need support making informed decisions. Leadership at…
Read Moreabout Plotting The Path To Retirement

  Show me! Three years in, that’s what the Department of Labour (DOL) is asking businesses vis a vis responsiveness to its 2021 guidance on cybersecurity. Specifically, plan sponsors need to be ready to present…
Read Moreabout Cybersecurity and Audits?

  In another sign that much of our life planning and decision making continues to reflect a line in the sand (before pandemic/after pandemic), the amount of money Americans believe is needed to retire safely…
Read Moreabout Magic Number: $1.46 Million

  Clarity around fees is a major concern for retirement plan sponsors, given their fiduciary obligations to participants. To that end, periodically benchmarking the fees and services associated with the plan is key. Here’s a…
Read Moreabout Understanding Retirement Plan Fees