403b

OMB Poised to Review Proposed Rule on Paper Statements and E-disclosures
Team SummitEmployer Resource Center, Plan Operations & AdminComments are off for this post
The regulatory follow-through on SECURE 2.0’s paper-statement mandate is now entering its next stage. The 2022 law includes provisions affecting how benefit statements must be delivered. In general, defined contribution (DC) plans will be required to furnish participants with at least one paper benefit statement each year, unless they affirmatively elect electronic delivery, for plan  Read More →
Supreme Court Lowers Bar for ERISA Lawsuits
Team SummitEmployer Resource Center, Fiduciary Governance, Plan Operations & AdminComments are off for this post
A recent Supreme Court ruling has changed the rules of the game for retirement plan lawsuits — and it could make life more challenging for plan sponsors. On April 17, 2025, the Court issued a unanimous decision in Cunningham v. Cornell University that makes it easier for certain ERISA lawsuits to move forward, potentially leading  Read More →
How Legislation, Location, and Longevity Are Shaping Retirement Readiness
Team SummitEmployee Outcomes, Employer Resource CenterComments are off for this post
Retirement planning starts with numbers such as savings targets, contribution rates, and investment returns. These kinds of foundational metrics guide the structure of retirement strategies and inform plan design. Yet even the most precise calculations don’t exist in a vacuum. Factors like geography, public policy, and life expectancy function as contextual forces, offering mitigating variables  Read More →

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