Fiduciary Governance

Washington Update – In the Crosshairs: What Tax Reform May Mean for Retirement Plans
Team SummitEmployer Resource Center, Fiduciary GovernanceComments are off for this post
While most people in the retirement plan industry have focused largely on the DOL’s Conflict of Interest Rule and its impact on advisors, recordkeepers, plan sponsors and plan participants, lurking in the background has been the potential advent of comprehensive tax reform — which puts retirement deferrals in the crosshairs. Retirement deferrals are one of  Read More →
Record Retention: What Should I Keep, For How Long, and How Should I Organize It?
Team SummitEmployer Resource Center, Fiduciary Governance, Plan Operations & AdminComments are off for this post
We hear time and time again, “what records should I keep, how long should I keep them, and how should I organize my files?” Remember several rules of thumb when it comes to record retention. Plan Documents should never be discarded. This includes Basic Plan Documents, Adoption Agreements, Amendments, and Summary Plan Descriptions. Annual Filing  Read More →

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