Our Blog - Surety Matters

Our blog covering the latest in bonds and insurance
Displaying 321 results for: Fiduciary Duty
ERISA 01.27.2022

Predictions: Enhanced Transparency?

Meta what? As most of us scramble to leverage current technology to improve our businesses and lives, some experts are thinking forward about the implications of technology on the work of sponsoring and administering retirement…
Read Moreabout Predictions: Enhanced Transparency?

Predictions: Enhanced Transparency?
ERISA 01.20.2022

Retirement Plans: How Are We Doing?

  Are the funds carefully being invested into retirement accounts every pay period producing a return? Statistics on the average balances in 401(k) plans at the end of 2021 indicate: yes! Balances are up. Additionally,…
Read Moreabout Retirement Plans: How Are We Doing?

Retirement Plans: How Are We Doing?
ERISA 01.20.2022

Decision Making Fatigue?

  Pandemic fatigue is a given. Now, it seems, many workers are experiencing decision making fatigue—and it follows them to work. Although surveys among retirement plan participants indicate a relatively high level of confidence related…
Read Moreabout Decision Making Fatigue?

Decision Making Fatigue?
Cyber for Plan Sponsors 01.10.2022

Keeping Up? 401k Trends

  Employers are increasingly using both automatic enrollment and automatic escalation to encourage retirement savings. Increased retirement savings is critical as life spans—and the cost of living—rise, and both employers and employees are seeing the…
Read Moreabout Keeping Up? 401k Trends

Keeping Up? 401k Trends
Cyber for Plan Sponsors 01.10.2022

Start Solid: ERISA Law 2022

  Legal experts predict that 2022 will be another hot year for ERISA litigation, particularly related to retirement plans. With more firms now working for plaintiffs and drawing on established precedent, cases continue to widen…
Read Moreabout Start Solid: ERISA Law 2022

Start Solid: ERISA Law 2022
Cyber for Plan Sponsors 01.06.2022

When Will A Cyber Attack Impact You?

  Retirement plan experts advise plan sponsors to step up preparedness for cyber attacks. Solutions built on “if” a cyber attack occurs are now less relevant than solutions built on “when”a cyberattack occurs. In other…
Read Moreabout When Will A Cyber Attack Impact You?

When Will A Cyber Attack Impact You?
ERISA 01.06.2022

401k Plans: Record High Participation

  Data indicates that the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 is having an impact. The Plan Sponsor Council of America’s 64th Annual Survey reveals positive trends related to retirement…
Read Moreabout 401k Plans: Record High Participation

401k Plans: Record High Participation
ERISA 12.29.2021

Retirement Decumulation? Trends for 2022

Save for a healthy and secure older age. That’s why 401k plans exist, right? What’s never been as clear, is the answer to “then what?” How do we responsibly use retirement funds to meet our…
Read Moreabout Retirement Decumulation? Trends for 2022

Retirement Decumulation? Trends for 2022
ERISA 12.29.2021

401k Action: Assisted Roll-Out?

  Businesses, the retirement industry, and, of course plan sponsors, are abuzz with how to facilitate the portability of retirement savings when employees change jobs Making portability a reality in 2022 requires “roll-out” support when…
Read Moreabout 401k Action: Assisted Roll-Out?

401k Action: Assisted Roll-Out?