401k

Ten Reasons to Roll Over Into Your Plan vs an IRA
Team SummitEmployee Outcomes, Employer Resource CenterComments are off for this post
Chances are, you have employees with assets in a prior employer’s retirement plan. When new employees are hired, often times wading through health insurance paperwork and tax forms take priority over doing something about their old 401(k). It can become a forgotten piece, until something sparks the desire to take action – perhaps receiving a  Read More →
Biggest Retirement Saving Mistakes to Avoid at Each Life Stage
Team SummitEmployee Financial Resource Center, Financial Planning, Retirement PlanningComments are off for this post
According to Northwestern Mutual’s 2018 Planning & Progress Study, a shocking 21 percent of Americans have nothing at all saved for the future, and 78 percent say they are extremely or somewhat concerned about not having enough set aside for retirement. Everyone’s path to retirement is different, but there are general rules that can help  Read More →
What to Expect When Changing Retirement Plan Providers
Team SummitEmployer Resource Center, Fiduciary GovernanceComments are off for this post
Changing retirement plan providers can be an arduous task. Not only are there administrative and practical challenges, but there are a number of fiduciary obligations that plan sponsors must follow in order to comply with ERISA. Despite the numerous moving parts, a plan provider conversion can still run smoothly with an experienced advisor by your side,  Read More →

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