Employer Resource Center

Talking Retirement Across Generations
Team SummitEmployee Outcomes, Employer Resource CenterComments are off for this post
In today’s workforce, the demographic ages range from Gen Z to Baby Boomers. This is a gap of approximately 60 years! Employers should be adjusting their communication strategies to better reach each generation. To understand how to change these communication strategies, look first at the generational preferences for each age group and then at how  Read More →
Fiduciary Hot Topics – Q4 2025
Team SummitEmployer Resource Center, Fiduciary GovernanceComments are off for this post
Alongside the release of the 2026 retirement plan limits and the upcoming implementation of the Roth catch-up provision for high earners… employers should be aware of several other notable developments affecting the retirement plan landscape. Read on for the key fiduciary updates. Executive Order on Access to Alternative Assets for 401(k) Investors Given the amount  Read More →
IRS Issues Final Regs on Roth Mandatory Catch-ups for High Earners
Team SummitEmployer Resource Center, Fiduciary Governance, Plan Operations & AdminComments are off for this post
*UPDATE: On November 14, 2025, the IRS released plan limits for 2026 and increased the definition of a highly paid individual for Roth catch-up purposes to $150,000 earned in 2025.* The IRS has finalized regulations under SECURE 2.0 that will impact how certain participants save for retirement. Under this change, employees with prior-year FICA wages  Read More →

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