401k

Content & Frequency of Retirement Plan Committee Meetings
Team SummitEmployer Resource Center, Fiduciary GovernanceComments are off for this post
Most committees wonder, “How frequently should we meet?” Larger or more complex plans usually decide that quarterly meetings are more than sufficient. However, smaller plans and those with minimal activity may be satisfied with only one or two meetings per year, so long as meetings occur with adequate frequency to handle items critical to properly  Read More →
Qualified Domestic Relations Orders
Team SummitBudgeting & Debt, Employee Financial Resource Center, Financial Planning, Retirement PlanningComments are off for this post
Dividing your assets and debts in a divorce is mostly a matter to be dealt with at the state level, perhaps with the help of your lawyers or divorce mediator. When it comes to retirement investments, however, reassignment must comply with the federal Employee Retirement Income Security Act (ERISA). What does this mean for you?  Read More →
Understanding Plan Eligibility
Team SummitEmployer Resource Center, Fiduciary Governance, Plan Operations & AdminComments are off for this post
If your company’s eligibility attracting and retaining quality employees? Is it competitive with other companies? Eligibility is a waiting period and an age requirement for participants to meet in order to become eligible for a retirement plan. Some plans may also require an employee to work a certain number of hours to become eligible and  Read More →

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