Employer Resource Center

Advisor Support is Key to Driving Confidence and Outcomes Among Younger Participants
Team SummitEmployee Outcomes, Employer Resource CenterComments are off for this post
Access to an advisor tends to improve retirement confidence, according to a recent survey by the Employee Benefit Research Institute (EBRI). The Retirement Confidence Survey found that 83% of workers with advisory access feel confident about retirement readiness, compared with just 53% of those without. But is that only because those with advisors are more  Read More →
Auto Portability: Helping Reduce 401(k) Leakage After Job Changes
Team SummitEmployee Outcomes, Employer Resource Center, Plan Operations & AdminComments are off for this post
The Problem: Cash Out Leakage and Lost Accounts American workers now hold an average of more than 12 jobs over the course of their careers. During job changes, many end up cashing out small 401(k) balances and not rolling them into tax-qualified retirement plans. Industry studies estimate this trend may be causing an annual savings  Read More →
Prescription for Proactivity: Other Benefit Developments Employers Should Watch
Team SummitEmployee Outcomes, Employer Resource CenterComments are off for this post
Prescription drug costs remain one of the biggest challenges for both employers and employees. In 2025, the Trump administration continued to use executive orders as a key policy tool to influence federal rulemaking, particularly in the realm of employee benefit plans. While executive orders do not have the force of law, they serve as strategic  Read More →

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