401k

Employee Data Faces Increased Regulatory Scrutiny
Team SummitEmployer Resource Center, Fiduciary Governance, Plan Operations & Admin
Retirement plan sponsors are well accustomed to fiduciary obligations around investment selection, fee reasonableness, and plan administration. Increasingly, however, another consideration has been drawing regulatory attention: how participants’ personal and financial data is collected, used, and shared by the service providers that help run the plan. What a GAO Report Found In a February 2026  Read More →
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 →

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