401k

Auto Portability: Helping Reduce 401(k) Leakage After Job Changes
Team SummitEmployee Outcomes, Employer Resource Center, Plan Operations & AdminComments are off for this post
The Problem: Cash Out Leakage and Lost Accounts American workers now hold an average of more than 12 jobs over the course of their careers. During job changes, many end up cashing out small 401(k) balances and not rolling them into tax-qualified retirement plans. Industry studies estimate this trend may be causing an annual savings  Read More →
Fiduciary Hot Topics – Q4 2025
Team SummitEmployer Resource Center, Fiduciary GovernanceComments are off for this post
Alongside the release of the 2026 retirement plan limits and the upcoming implementation of the Roth catch-up provision for high earners… employers should be aware of several other notable developments affecting the retirement plan landscape. Read on for the key fiduciary updates. Executive Order on Access to Alternative Assets for 401(k) Investors Given the amount  Read More →
PEPs Gaining Ground, But One Size May Not Fit All
Team SummitEmployer Resource Center, Fiduciary Governance, Plan Investments, Plan Operations & AdminComments are off for this post
The Department of Labor (DOL) is asking for public input on how to support small businesses that want to adopt pooled employer plans (PEPs), a signal that regulators see these arrangements as one way to help close the coverage gap. PEPs have gained significant traction since they first became effective in 2021. PEPs expand on  Read More →

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