Employer Resource Center

Long-Term Investment Returns: Time to Reset Expectations
Team SummitEmployee Financial Resource Center, Employer Resource Center, Investment Management, Plan InvestmentsComments are off for this post
We are now in the eighth year of an equity bull market, making this the second-longest upswing in American history.¹ Additionally, the bond market has been in a secular bull market since 1982 as rates on the 10-year treasury fell steadily from above 14 percent to below 2 percent last year.² The recent strong returns  Read More →
Recruit, Retain, Retire – Reframing Financial Wellness
Team SummitEmployee Outcomes, Employer Resource CenterComments are off for this post
So much of the financial wellness conversation to date has focused on the potential health care cost mitigation of adopting organizations. A more effective angle, however, may come in the form of the company’s increased ability to recruit, retain, and allow a happier workforce to retire on time. Wellness Programs Aim to Keep Employees and  Read More →
A Small Look into Large Cap
Team SummitEmployer Resource Center, Plan InvestmentsComments are off for this post
Any committee member sitting through their share of plan investment review meetings has heard the term “large cap” come up quite frequently. In our experience, large cap funds are top of list when the review turns to the stand-alone funds in the lineup. Given this place of prominence, it is critical to ponder its definition,  Read More →

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