Plan Investments

Does Your Retirement Plan Stand Out From The Crowd?
Team SummitEmployee Outcomes, Employer Resource Center, Fiduciary Governance, Plan InvestmentsComments are off for this post
With more than two-thirds of American workers having access to a retirement plan, employees and job seekers have come to expect one as part of their benefits package. That means it’s more important than ever to make sure your offering differentiates your organization from the competition. Whether you’re looking to deepen your bench by attracting  Read More →
IPS Can Still Add Value for Plans Despite Goldman Sachs Dismissal
Team SummitEmployer Resource Center, Fiduciary Governance, Plan InvestmentsComments are off for this post
Investment policy statements (IPSs) are commonplace among retirement plans — with around 83% providing one. And that number tends to be even higher among bigger plans. Financial powerhouse Goldman Sachs is one of the larger employers that doesn’t utilize an IPS. In fact, this was the subject of a recently dismissed lawsuit by a former  Read More →
SECURE Act 2.0: Modernizing Retirement Savings
Team SummitEmployee Outcomes, Employer Resource Center, Fiduciary Governance, Plan Investments, Plan Operations & AdminComments are off for this post
In December of 2022, the U.S. Congress passed the Consolidated Appropriations Act, 2023, which contains a large section covering retirement referred to as SECURE 2.0. As a reminder, SECURE 2.0 is seen as building upon or enhancing the Setting Every Community Up for Retirement Enhancement Act of 2019 (the SECURE Act). Like its precursor, this  Read More →

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