Our Blog - Surety Matters

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

According to the Keeper Security 2019 SMB Cyberthreat Study, companies with fewer than 500 employees just aren’t taking the cyber attacker threat seriously enough. Over 40% of all cyberattacks target small to medium-sized businesses according…
Read Moreabout Study: Small Businesses Not Taking Cybersecurity Seriously Enough

The hacks and cyber-attacks you hear about usually involve giant companies like Equifax and Sony. But startup and smaller companies can be vulnerable as well, as shown by the StockX hack. StockX is an online…
Read Moreabout StockX Hack Shows Smaller Businesses Are Vulnerable to Cyber Attacks

One of the biggest impediments to implementing proper cybersecurity measures at small businesses is that those small businesses don’t seem to have any idea who should be in charge of cybersecurity. According to Keeper Security’s…
Read Moreabout Small Businesses Aren’t Sure Who Should Handle Cybersecurity

You may think that the information you’re storing for your business or plan isn’t that valuable. You may not be storing things like credit card numbers or payment credentials, but cyber attackers will still attempt…
Read Moreabout Even If Your Information Doesn’t Seem Valuable, Cyber Attacks Will Still Steal It

This may sound like common sense but it does in fact need to be noted: according to IRS rules, a plan must operate according to its own plan document’s terms in order to maintain its…
Read Moreabout Plan Fiduciaries Must Follow Plan Documents

Plan funds and assets don’t have to be invested in an illegal manner in order for an investment to count as imprudent and a breach of a plan sponsor’s fiduciary duty to plan participants. Even…
Read Moreabout Legal and Approved Investments May Still Result in Fiduciary Liability