Fiduciary Governance

Cybersecurity: A Top Plan Sponsor Concern
Team SummitEmployer Resource Center, Fiduciary Governance, Plan Operations & AdminComments are off for this post
According to Escalent’s 2025 Retirement Planscape study, more than half of employers rank cybersecurity as their No. 1 “plan fear,” ahead of poor investment performance (45%) and insufficient participant savings (43%). That concern is not without evidence. High-profile breaches, such as the recent attack on a leading recordkeeper affecting more than 1,000 employees and traced  Read More →
Fiduciary Hot Topics – Q4 2025
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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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