Employer Resource Center

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 →
Improper Handling of Hardship Distributions May Result in Significant Problems
Team SummitEmployer Resource Center, Plan Operations & AdminComments are off for this post
storm clouds
These days, many plans are experiencing an uptick in the number of participant requests for hardship distributions. Much of this increased activity may be attributed to our prolonged and tepid economic recovery. As these requests are considered, you want to be sure not to act to the detriment of your plan. Improper handling of hardship  Read More →

You are now leaving Summit Group 401(k) Consulting

Summit Group 401(k) Consulting provides links to web sites of other organizations in order to provide visitors with certain information. A link does not constitute an endorsement of content, viewpoint, policies, products or services of that web site. Once you link to another web site not maintained by Summit Group 401(k) Consulting, you are subject to the terms and conditions of that web site, including but not limited to its privacy policy.

You will be redirected to

Click the link above to continue or CANCEL