Our Blog - Surety Matters

Great Expectations: Clients! Necessity resulted in businesses of all kinds making rapid changes to the customer experience during the worst days of the COVID-19 pandemic. Now, there’s no going back: expectations for ease, speed and…
Read Moreabout Great Expectations: Clients!

  Professionals across the country continue recalibrating how they want to spend their time and talent, live a balanced life—and earn a living. Financial gurus, tech consultants and health and fitness experts are examples of…
Read Moreabout Out On Your Own? Business Shower!

  Making it easier for employees to bring their retirement savings along when they shift jobs obviously benefits them. Because it reduces the fiduciary risks associated with missing participants and auto cash-outs, facilitating portability also…
Read Moreabout 401k Auto Portability Benefits Everyone

  As part of its intense focus on retirement security, Congress is considering new two-pronged legislation. If it passes, retirement industry experts anticipate that plan sponsors might face more trips to court stemming from fiduciary…
Read Moreabout Head’s Up: Amended ERISA Legislation?

  Among the many requirements for 401(k) plans are the timely dissemination of a variety of standard notices to participants. ERISA experts remind us that adhering to notice requirements is critical: failure leaves participants without…
Read Moreabout Retirement Plans: Notice Failure?

Together, small businesses are the largest employer in the country—and they are increasingly prioritizing worker well being. For example, according to new research, one in four are responding to the disruption of the pandemic by…
Read Moreabout A Rising Priority: Benefits!

To say the least, some retailers are succeeding during the pandemic by delivering a lot of new belongings to customers across the country. Stuck at home, consumers with means are shopping. What’s happening with all…
Read Moreabout Bound To Deal Junk?

It’s going to be a busy fall for employee benefit administrators and retirement plan sponsors across the country, as the federal government rolls out guidance and standards related to the SECURE Act. Small business owners…
Read Moreabout Help for Small Businesses: Employee Retirement Benefit

You may think that a cyber attack only affects information stored directly by your company. You may have done the math and figure that you could withstand that attack. Many small businesses can’t, but maybe…
Read Moreabout Cyber Attacks Impact Far More Than You Realize