Employer Resource Center

Lost & Found: Locating Missing Participants
Team SummitEmployer Resource Center, Fiduciary Governance, Plan Operations & AdminComments are off for this post
At one time or another all plan sponsors will likely be in the position of having to locate missing participants. This may be related to delivery of regulatory required communications, distributing of assets, or communicating fund changes to active and/or terminated participants. If the delivery of necessary communications is encumbered because a participant cannot be  Read More →
The Role of a Retirement Plan Advisor
Team SummitEmployer Resource Center, Fiduciary GovernanceComments are off for this post
Plan Fiduciaries must act as prudent experts under ERISA, and are therefore held to a high standard of care with respect to plan-related decisions regarding investments, service providers, plan administration, and general ERISA compliance issues. Most prudent plan sponsors hire a plan advisor to help them adhere to ERISA’s rigorous standards and to meet their  Read More →
Top Re-Enrollment Misperceptions [Infographic]
Team SummitEmployee Outcomes, Employer Resource CenterComments are off for this post
How long ago did your longest-employed 401(k) plan participant select their investments and allocation? A few months ago, or perhaps a few years? Do you know? Many employees tend to select their investments and allocation upon initial enrollment and then “set it and forget it”, not revisiting their selections as they age or as major life  Read More →

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