401k

Economic Update & Key Reminders
Team SummitEmployee Financial Resource Center, Financial Planning, Investment Management, Retirement PlanningComments are off for this post
What’s happening with the markets? This is always a loaded question, and it’s never just one factor. Thus, let’s focus on what we believe are the primary factors, and those are inflation and rising interest rates. As we all know by now, prices for just about everything have skyrocketed – up about 8.6%, on average,  Read More →
Financial Hypochondria: When Investment Vigilance Becomes a Problem
Team SummitEmployee Outcomes, Employer Resource Center, Fiduciary GovernanceComments are off for this post
Plan sponsors that offer financial wellness programs typically invest much care, time, and effort in improving employee financial literacy. They offer educational content, provide opportunities for group and individual consultation, and encourage participants to approach retirement planning proactively by staying on top of their investments. But what happens when workers go overboard with well-intended advice?  Read More →
The Risk of 401(k) Lawsuits: If It Can Happen To Them…
Team SummitEmployer Resource Center, Fiduciary GovernanceComments are off for this post
When a giant organization with extensive resources gets sued for alleged ERISA compliance failures — especially if the organization’s own service offerings include reviewing for such violations — that could very well be the canary in the coalmine for all other, lesser endowed firms. And that’s perhaps the key takeaway for plan sponsors in light  Read More →

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