Our Blog - Surety Matters

  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?

  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

  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

  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?

  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

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

  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?

  Retirement plan sponsors from small and midsize businesses are challenged by the task of evaluating the cybersecurity procedures and protocols of recordkeepers and other service providers. Experts provide advice about adhering to The Department…
Read Moreabout Small Businesses: Left In The Dark?

You are not alone if you find yourself cloudy on your fiduciary obligations as a plan sponsor. Retirement industry executives observe that very few plan sponsors deeply understand their fiduciary duties or how to protect…
Read Moreabout Housekeeping Time: Tips for Plan Sponsors