401k

Government Shutdown: Considerations for Employer Sponsored Plans
Team SummitOur NewsComments are off for this post
On Dec. 22, 2018, a partial shutdown of the federal government began, after Congress and President Trump did not reach an agreement on spending measures. It became the longest government shutdown in history. Although a resolution has now been passed to reopen the government for three weeks, what happens after those 21 days have passed?  Read More →
Houston, We Have a Solution: Effective Investment Menu Design
Team SummitEmployer Resource Center, Plan InvestmentsComments are off for this post
Ultimately, the value a retirement plan advisor brings to plan clients can be measured by how successful the mission is, which in retirement plan terms is measured in plan outcomes and participant readiness for retirement. Offering meaningful processes for investment selection and monitoring, benchmarking vendor services and fees, and supporting plan fiduciaries are now standard  Read More →

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