401k

Lost & Found: Locating Missing Participants
Team SummitEmployer Resource Center, Fiduciary Governance, Plan Operations & AdminComments are off for this post
At one time or another all plan sponsors will likely be in the position of having to locate missing participants. This may be related to delivery of regulatory required communications, distributing of assets, or communicating fund changes to active and/or terminated participants. If the delivery of necessary communications is encumbered because a participant cannot be  Read More →
SG401k Joins Elite Advisor Group
Team SummitOur NewsComments are off for this post
Providing Employers with Exclusive Access to Financial Wellness Programs, Low-Cost Investments Summit Group 401(k) Consulting, a division of Summit Group of Virginia LLP, is excited to announce our partnership with Global Retirement Partners Advisor Alliance (GRPAA). GRPAA is an invite-only, elite group of retirement plan advisors and thought-leaders from across the country with a shared  Read More →
The Role of a Retirement Plan Advisor
Team SummitEmployer Resource Center, Fiduciary GovernanceComments are off for this post
Plan Fiduciaries must act as prudent experts under ERISA, and are therefore held to a high standard of care with respect to plan-related decisions regarding investments, service providers, plan administration, and general ERISA compliance issues. Most prudent plan sponsors hire a plan advisor to help them adhere to ERISA’s rigorous standards and to meet their  Read More →

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