Our Blog - Surety Matters

Partnering with the Treasury Department, The U.S. Small Business Administration launched novel guidance offering vital clarifications for individuals taking advantage of the Paycheck Protection Program. Published on June 12, the Interim Final Rule edits the…
Read Moreabout Novel SBA Guidance Simplifies Key PPP Provision

Released on June 8th, an annual study examining trends in open-end mutual funds and exchange-trade funds found that the asset-weighted average expense ratio plummeted to 0.45% in 2019, slicing funds and ETFs nearly in half…
Read Moreabout Asset-Weighted Expense Ratio Drops Again

Colorado is expected to join states across the country in having a state-sponsored retirement savings plan for private sector employees, including a mandate for employers with greater than five workers that do not provide a…
Read Moreabout Colorado’s Savings Plan Offers Employer Mandate

A cyber-attack can not online bring your remote workforce to its knees, but damage your company for years to come. Operational continuity is paramount for establishments at the peak of fruitfulness, and during this pandemic,…
Read Moreabout Safeguard Your Remote Workplace with Cyber Liability Insurance

The Ohio House of Representatives crafted a defined benefit plan for workers of private sector employers. It is the first state proposal using a DB plan instead of a defined contribution plan. Introduced on May…
Read Moreabout Ohio Bill Legislation Creates Defined Benefit Plans

The Department of Labor has given the green light to private equity investments in professionally handled funds within 401(k)s. In a detailed Information Letter, the head of Division of Fiduciary Interpretations at the Employee Benefit…
Read Moreabout DOL Approves Private Equity in TDFs

The United States Senate just approved the House version of the Paycheck Protection Program (PPP) legislation this Wednesday, augmenting the time given for small businesses and other PPP loan recipients to utilize funds and still…
Read Moreabout Senate Passes Paycheck Protection Program Legislation

A common query concerning in-service distributions from retirement plans is: Can a governmental 457(b) plan allow participants to obtain plan withdrawals while they are still working? Per a recent law change, governmental 457(b) plans now…
Read Moreabout Novel In-Service Distributions from 457(b) Plans

A vital concern sweeping businesses across the country is a term called “silent cyber”, or the coverage for cyber devastation under traditional property and casualty insurance policies, in contrast to purpose-built cyber insurance policies. A…
Read Moreabout Fiduciary Liability Claims and “Silent Cyber” Coverage