Employer Resource Center

Can I Send Participant Notices Electronically? A Brief Guide to e-Delivery
Team SummitEmployer Resource Center, Plan Operations & AdminComments are off for this post
The number of notices and disclosures required to retirement plan participants has increased while methods to access information has changed drastically. Many people receive their news and information on electronic devices through apps and social media. What remains the same is the Department of Labor’s (DOL’s) guidance about permissible methods to provide notices electronically. There  Read More →
Improving Automatic Enrollment
Team SummitEmployee Outcomes, Employer Resource CenterComments are off for this post
Our research shows that the vast majority of plan sponsors recognize that automatic enrollment has been effective in improving plan success and simplifying internal plan administration. Could automatic enrollment’s success be improved upon? When automatic enrollment first began gaining popularity, about 20 years ago, its typical design served a number of purposes. It improved plan  Read More →
Women in Retirement: 60 Percent Not Saving Enough
Team SummitEmployee Outcomes, Employer Resource CenterComments are off for this post
In November 2016, the Texas Conference for Women surveyed attendees about their retirement savings and found that almost a whopping 60 percent weren’t socking away enough. In fact, many weren’t even sure if they were going in the right direction. One person responded, “I don’t know if I’m on track, and that’s the worst part.”  Read More →

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