Our Blog - Surety Matters

  It’s here: 2024, and the demographic milestone anticipated to have a major impact on retirement plans (and realities) for Americans. As the phrase “Peak 65” implies, the largest number of Americans ever will turn…
Read Moreabout Understanding Peak 65

Given the massive scale (and page count) of SECURE 2.0, it may come as a relief to all the retirement plan sponsors scurrying toward comprehension and compliance that the IRS has begun issuing Q &A…
Read Moreabout IRS Guidance on SECURE 2.0

Working, Gen X Americans, between the ages of 43 and 58, are facing big hurdles on the path to successful retirement. For Gen X, the first generation largely reliant on company sponsored retirement plans and…
Read Moreabout Gen X: Running Behind

Retirement plan sponsors may find some consolation from knowing that they are not alone in their fears of being swept up in ERISA litigation, despite their diligence. Unfortunately, analysis finds that when fear results in…
Read Moreabout Plan Sponsor Fears: Litigation!

Plan sponsors will be heartened to know that not all the news is bad when it comes to retirement readiness: some studies find that retirement saving rates have been holding steady this year, with balances…
Read Moreabout Retirement Readiness: Persistent Gaps

The changes on the recently released Form 5500, for use when reporting on 2023, are significant. Expert analysis concludes that successive revisions to Form 5500 are sharpening its use as a tool for oversight and…
Read Moreabout Form 5500 Updated For 2023 Reporting

Change is in the air, and toward attracting and retaining employees, plan sponsors are busily expanding traditional company retirement plans to include financial advice, emergency savings, loan repayment and more. Read on for ideas about…
Read Moreabout Predictions for Plan Sponsors: 2024

As anticipated, the Department of Labor has released its proposed new fiduciary rule, which recommends redefining when “fiduciary status” is triggered for professionals who provide financial advice related to retirement savings. Serious legal challenges are…
Read Moreabout Stricter Fiduciary Standards?

Challenge. Change. Conflict. Disruption. Dissatisfaction. With these words playing out in the news every day, no wonder surveys are finding business owners more worried than ever about attracting and retaining talented employees. In fact, fear…
Read Moreabout Top Challenges for Business Leaders?