401k

SECURE 2.0 Plan Amendments Are Due by Year-End
Team SummitEmployer Resource Center, Fiduciary Governance, Plan Operations & Admin
Qualified retirement plans must adopt written amendments for SECURE 2.0 changes by December 31, 2026. The deadline applies broadly, and even plans that elected no optional provisions must amend for mandatory changes like the increase in the required minimum distribution age. Collectively bargained plans have until December 31, 2028, and governmental plans until December 31,  Read More →
Women’s Savings in Focus
Team SummitEmployee Outcomes, Employer Resource Center
Recent research paints an encouraging picture of women’s financial engagement: most women are actively saving, feel confident about their finances, and prioritize long-term financial security. The data also reveal some opportunities around confidence, strategies, and obstacles that education, guidance, and employer-sponsored benefits can help close. For plan sponsors and advisors, it may be worth considering  Read More →
Research: Advisory Support Boosts Retirement Confidence, Lowers Stress
Team SummitEmployee Outcomes, Employer Resource Center
Resources that support informed financial decision-making can help workers navigate the complexity of retirement planning with more confidence and less anxiety. The 2026 EBRI/Greenwald Retirement Confidence Survey provides cause for optimism but also indicates there is opportunity to do more to help savers. Among responding employees, 61% of employees say they’re confident they’ll have enough  Read More →

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