Employee Financial Resource Center

Take Advantage of Your Company’s Retirement Plan Matching Program
Team SummitEmployee Financial Resource CenterComments are off for this post
Many employers now offer at least a small retirement plan match to employees, who can help manage their financial wellness by taking advantage of this offer. Even if your employer only matches a small percentage, you’re losing money by not participating. But before you sign up for your company’s retirement plan, it’s important to know  Read More →
[VIDEO] Saving Enough for Retirement? | Three Ways to Find Out
Team SummitBudgeting & Debt, Employee Financial Resource Center, Financial Planning, Retirement PlanningComments are off for this post
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One of the most frequently asked questions we hear from employees is “How much should I be saving for retirement?” Although the answer to this question is different for everyone, there are a few different methods you can use to find out if you are on track.   Retirement Calculators Nationwide’s My Interactive Retirement Planner:   Read More →
SECURE Act Signed Into Law: What You Need to Know
Team SummitBudgeting & Debt, Employer Resource Center, Financial Planning, Investment Management, Retirement PlanningComments are off for this post
On December 20th, President Trump signed into law the SECURE Act, the most comprehensive retirement reform package in a decade with wide-ranging impacts for both individuals and employer-sponsored retirement plans. The most impactful provisions are summarized below: 1. The age in which an individual must begin taking Required Minimum Distributions (RMDs) from retirement accounts has  Read More →

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