Employer Resource Center

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 →
Active vs. Passive Funds
Team SummitEmployer Resource Center, Plan InvestmentsComments are off for this post
The Active versus Passive¹ debate has been with us for a while. Generally, proponents of active management are looking to “beat the market”. For several years, during our recent raging bull market, the average passively managed fund has outperformed the average actively managed fund. Morningstar data revealed that “passive investing is now the mainstream approach,”  Read More →
Establishing a Financial Wellness Program for Your Employees
Team SummitEmployee Outcomes, Employer Resource CenterComments are off for this post
With defined benefit plans waning and more and more Americans bearing the burden of funding their own retirement, solid financial education has never been so valuable. In fact, roughly 64% of Americans surveyed by the American Psychological Association’s 2015 Stress in America survey cited money as their top stressor, highlighting the far-reaching effects of money  Read More →

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