Fiduciary Governance

Are Your Participants Experiencing a Fee Imbalance? Understanding Fee Levelization [Video]
Team SummitEmployer Resource Center, Fiduciary Governance, Plan InvestmentsComments are off for this post
Featured Video Play Icon
Subsequent to the 2012 implementation of ERISA fee reporting regulations (ERISA 408(b)(2) & 404(a)(5)), the Department of Labor (DOL) began to consider the appropriateness of the allocation of plan fees among participants. This is a subject that generally had not been on the radar screen of many plan fiduciaries, but once identified, tends to generate  Read More →
Washington Update: Slow-Moving Fiduciary Rule Partially Delayed
Team SummitEmployer Resource Center, Fiduciary GovernanceComments are off for this post
Over the past decade, we’ve heard rumors of a new definition of “fiduciary” and saw the Department of Labor (DOL) issue proposed regulations, then withdraw those regulations, collect comments, reissue a new set of proposed regulations, and issue final regulations. President Trump called for examination of the final regulations, the effective date of the final  Read More →
Selecting Fiduciaries and Their Responsibilities
Team SummitEmployer Resource Center, Fiduciary GovernanceComments are off for this post
Employers are not required to offer employee benefit plans as part of a compensation package, but they are an advantageous way to attract and retain employees.  Despite their usefulness as a recruiting and retention tool, employee benefit plans carry hidden exposure for your company. If employers offer benefit plans, those plans must comply with the  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