401k

OMB Poised to Review Proposed Rule on Paper Statements and E-disclosures
Team SummitEmployer Resource Center, Plan Operations & AdminComments are off for this post
The regulatory follow-through on SECURE 2.0’s paper-statement mandate is now entering its next stage. The 2022 law includes provisions affecting how benefit statements must be delivered. In general, defined contribution (DC) plans will be required to furnish participants with at least one paper benefit statement each year, unless they affirmatively elect electronic delivery, for plan  Read More →
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 →

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