Employer Resource Center

If You are Going to Exclude Active Funds from Your Retirement Plan Investment Lineup, Have Darn Good Reasons
Team SummitEmployer Resource Center, Plan InvestmentsComments are off for this post
The tidal surge of funds flowing from actively managed funds into passive funds reached a tipping point in 2019, when Morningstar preliminary data indicated that passive U.S. equity assets would surpass active equity assets for the first time. This inflection point was widely anticipated. Over the prior decade, active domestic equity funds leaked $1.3 trillion  Read More →
5 Tactics to Increase Retirement Plan Participation
Team SummitEmployee Outcomes, Employer Resource Center, Fiduciary Governance, Plan Operations & AdminComments are off for this post
Employees fail to enroll in their retirement plan for a variety of reasons. They may be intimidated if it’s their first time around or they might not fully understand and appreciate the benefits (or the downside of not participating). Some could be concerned about “locking up” their money — and others might worry so much  Read More →

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