Employer Resource Center

No Beneficiary Designation. Who Gets the Money?
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piggy bank
According to a recent Wall Street Journal article, retirement plans and IRAs account for about 60 percent of the assets of U.S. households investing at least $100,000¹. Both state and federal laws govern the disposition of these assets, and the results can be complicated, especially when the owner of the account has been divorced and  Read More →
Are You Ready for an Audit?
Team SummitEmployer Resource Center, Plan Operations & AdminComments are off for this post
Several events can trigger a DOL or IRS audit, such as employee complaints or self-reporting under the annual submission of the Form 5500. Often times an audit is a random event, which is why you should always be prepared. Listed below are several key items typically requested in an initial letter sent by the IRS  Read More →

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