Plan Investments

Behavioral Finance and Plan Design: Four Ways to Boost Participation
Team SummitEmployee Outcomes, Employer Resource Center, Plan InvestmentsComments are off for this post
Though many employees are aware that behaviors such as enrolling in and contributing sufficiently to their company 401(k) or 403(b) can help them prepare for a successful retirement, too often they fail to develop the necessary saving and investing habits. One reason for this may be an outsized influence of emotion, biases, and faulty heuristics  Read More →
401(k) Plan Investments in Cryptocurrency
Team SummitEmployer Resource Center, Fiduciary Governance, Plan InvestmentsComments are off for this post
The recently published Department of Labor Compliance Assistance Release 2022-01, titled “401(k) Plan Investments in “Cryptocurrencies,” should cause fiduciaries to pause in deciding to move ahead with the offering of crypto in their defined contribution plans. Although there have been rumblings of unofficial high-level comments in regards to cryptocurrencies from representatives of the DOL in  Read More →
Fiduciary Hot Topics – Fall 2021
Team SummitEmployee Outcomes, Employer Resource Center, Fiduciary Governance, Plan Investments, Plan Operations & AdminComments are off for this post
Get cozy and settle in as we ‘spill the tea’ on the latest retirement plan updates. From ESG fund usage and class-action lawsuit chatter to Social Security and retirement reforms, there has been plenty of recent activity in the retirement plan landscape. New Department of Labor Regulations Will Greenlight the Use of ESG Funds in  Read More →

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