Our Blog - Surety Matters

In the past few months, Wisconsin, among other states, has seen a rise in class litigations involving breach of fiduciary duty claims under the Employee Retirement Income Security Act of 1974, or ERISA. These types…
Read Moreabout Wisconsin Sees Spike in ERISA Class Action Claims

A fiduciary is an organization or individual that holds the critical power and responsibility of acting on behalf of others. A fiduciary pledges to carry out their daily duties honestly and through good faith. A fiduciary…
Read Moreabout What is a Fiduciary Duty?

Retirement plan sponsors are beginning to see more claims involving the alleged wrongful use of personal information belonging to retirement plan participants claimed to be “plan assets”. The specifics of these allegations is that employers…
Read Moreabout Is Personal Information of Plan Participants An ERISA Plan Asset?

Retirement plans and, specifically, their plan sponsors are being threatened more and more by cyber attacks. Recordkeepers, custodians, and third party administrators are being attacked due to all the valuable personal data they harbor and…
Read Moreabout Plan Sponsors Specifically Threatened by Cyber Attacks

The Eleventh Circuit just confirmed their outlook on the Employee Retirement Income Security Act of 1974, or ERISA. The new decision in Williamson v. Travelport, LP 953 F. 3d 1278 (11th Cir. 2020), illuminated the latitude…
Read Moreabout Eleventh Circuit Releases Long-Awaited Decision on ERISA Sanctions

The Employee Benefit Security Administration (EBSA) just launched deadline relief and recommendations related to the current impact of the COVID-19 pandemic, including expanding “good faith” application of electronic delivery. According to the EBSA’s “Disaster Relief…
Read Moreabout EBSA Gives Filing Relief for ERISA-Related Deadlines

If your company offers a plethora of benefits to your employees including a pension plan, then you are a fiduciary, as is anyone who handles or verses the plan. However, did you know if a…
Read Moreabout Why Buy Fiduciary Liability Insurance?

The role of the third-party administrator has changed greatly over the last decade. TPAs had to learn to become more efficient and provide more cost reduction than their competition in order to maintain business. Because…
Read Moreabout TPAs Risk Drowning Without Efficient Technology

Keeper Security’s 2019 SMB Cyberthreat Study has been released and there’s one particularly alarming statistic: of the small businesses surveyed, 25% have “no idea where to start” when formulating a cyber attack prevention strategy. Preventing…
Read Moreabout Study: 25% of Small Businesses Don’t Know Where to Start on Cybersecurity