Our Blog - Surety Matters

  According to recent research from Fidelity Investments, about three quarters of retirement plan sponsors say they are “very satisfied” that the company plan is meeting objectives. However, many are concerned about how well the…
Read Moreabout Plan Sponsors: What’s On Your Mind?

  Plan sponsors generally do not set out to shortchange participants or violate ERISA. Nonetheless, oversights can occur, and tend to spiral into increased scrutiny for all. Beware: a recent settlement over an allegation that…
Read Moreabout Double Check The Calculations

  Retirement plan fiduciaries need to know that some of their communications with attorneys are protected by attorney-client privilege. In fact, when attorney advice is given to a plan fiduciary for the benefit of the…
Read Moreabout Attorney-Client Privilege?

  Benefit enrollment season is typically a period of high employee engagement, making it a great time for retirement plan sponsors to boost participation through education and information. Just keep in mind: while spotlighting opportunities,…
Read Moreabout Preparing for Open Enrollment?

  Lots of data points to how important retirement plans are to employees and businesses. Employer sponsor retirement plans are even more beneficial when the company provides a match–and a growing number of employers are…
Read Moreabout All Time High: Employer Contributions

  Failure to properly and promptly ensure employee contributions are remitted to the retirement plan is a serious problem. Although a very small fraction of employers have been found to have abused retirement contributions, the…
Read Moreabout Participant Contributions: Let’s Be Timely!

  According to the Pension Research Council, fewer women than men have retirement accounts, and plan sponsors across the country are taking notice and action. Recognizing that thriving businesses focus on recruiting and retaining a…
Read Moreabout Better For All?

  Even when solid procedures, paid experts, and great diligence are in play, mistakes get made in the sponsorship of retirement plans. It’s always best for plan sponsors to be proactive about identifying and attending…
Read Moreabout Sorry! Mea Culpa…

  New data exemplifies the blurry feelings and ideas workers have about retirement, with about one third indicating that they are unlikely to ever actually retire, while about half of those in their 60s plan…
Read Moreabout Blurry on Retirement