Our Blog - Surety Matters

  Among the litany of provisions built into the Secure 2.0 Act are changes related to Required Minimum Distributions (RMDs). With the overarching emphasis on helping workers accumulate more savings for older age, Secure 2.0…
Read Moreabout Changes: Required Minimum Distributions

  Lately, there’s been a lot of buzzing about the importance of benchmarking the investments and fees associated with company sponsored retirement plans. While it is indeed obligatory to be vigilant about performance and fees,…
Read Moreabout An Ounce of Prevention: 401k Compliance

  Gender, race and ethnicity continue to play a big role in our chances for retirement success. The 20th annual retirement survey from Allspring Global Investments provides the latest intel on gaps, pointing to the…
Read Moreabout Retirement Security?

  National risk management experts point out that although widely embraced, the comprehensive new Secure 2.0 legislation brings new compliance responsibilities for retirement plan sponsors. Here’s what you need to know—and do.   A Litany…
Read Moreabout New Compliance Pressures: Secure 2.0

  While it is necessary for retirement plan sponsors to follow all of the cybersecurity best practices prescribed by the Department of Labor, numbers 9 and 12 on the list hold particular importance: following them…
Read Moreabout Best Practices: #9 and #12

  Under Secure 2.0, retirement savers will find it easier to draw on their funds should an emergency strike. Though COVID-19 has reinforced the critical importance of emergency savings, there are some concerns among financial…
Read Moreabout ​It’s An Emergency: Really?

Facing market volatility and high interest rates, retirement plan sponsors are rethinking investment options for participants. According to industry experts, many plan sponsors are challenging current offerings in a quest for both diversification and protection…
Read Moreabout Challenging Current Offerings

  The year is already finding some employers defending themselves against allegations of fiduciary breaches under the high standards of ERISA law. Whether or not the allegations are true, defense is expensive. In fact, experts…
Read Moreabout Defense Costs Rising

  It’s official: Secure 2.0 has been signed into federal law. Retirement industry experts point out that it will have widespread implications, with some of the new regulations aimed at reform going into effect immediately,…
Read Moreabout Secure 2.0: Essentials