Employer Resource Center

Staying the Course: Employees Stick with Target Date Funds
Team SummitEmployer Resource Center, Plan Investments
Target date funds (TDFs) are the most common qualified default investment alternative (QDIA) in 401(k) plans. At year-end 2022, more than two-thirds of participants in the Employee Benefit Research Institute/Investment Company Institute (EBRI/ICI) 401(k) database held TDFs in their account. A recent ICI study suggests most participants appear to be buying and holding these funds  Read More →
The Boomer Delay: When Employees Don’t Retire “On Schedule”
Team SummitEmployee Outcomes, Employer Resource Center
For many employers, “retirement planning” brings to mind compliance obligations and decisions about plan design and investment lineups. But retirement readiness also has increasingly direct consequences for workforce management, succession planning, and business operations. One demographic trend makes this an especially important moment for employers to pay attention. The Boomer Delay The Baby Boomer generation  Read More →
Employee Data Faces Increased Regulatory Scrutiny
Team SummitEmployer Resource Center, Fiduciary Governance, Plan Operations & Admin
Retirement plan sponsors are well accustomed to fiduciary obligations around investment selection, fee reasonableness, and plan administration. Increasingly, however, another consideration has been drawing regulatory attention: how participants’ personal and financial data is collected, used, and shared by the service providers that help run the plan. What a GAO Report Found In a February 2026  Read More →

You are now leaving Summit Group 401(k) Consulting

Summit Group 401(k) Consulting provides links to web sites of other organizations in order to provide visitors with certain information. A link does not constitute an endorsement of content, viewpoint, policies, products or services of that web site. Once you link to another web site not maintained by Summit Group 401(k) Consulting, you are subject to the terms and conditions of that web site, including but not limited to its privacy policy.

You will be redirected to

Click the link above to continue or CANCEL