403b

Employee Focus: Your Zillennial Workforce
Team SummitEmployee Outcomes, Employer Resource CenterComments are off for this post
Who is the “Zillennial” workforce and what do they want? “Zillennials” are individuals born between 1993 and 1998, and according to a recent Met Life survey (“The Rise of the Whole Employee: 20 Years of Change in Employer-Employee Dynamics.”), they are expecting a more holistic benefits package from their employers. The main takeaway from this  Read More →
DOL Brokerage Window Guidance & Cryptocurrency Accounts
Team SummitEmployer Resource Center, Fiduciary Governance, Plan InvestmentsComments are off for this post
Recently, the U.S. Labor Department issued new 2022 guidance regarding 401(k) retirement plans that offer, or are considering offering, investments in cryptocurrency and/or self-directed brokerage accounts in their plan menu. This has not been a worry for most plan sponsors, primarily due to a lack of guidance to date regarding the issue of brokerage windows,  Read More →
Fiduciary Hot Topics – Fall 2022
Team SummitEmployer Resource Center, Fiduciary Governance, Plan Investments, Plan Operations & AdminComments are off for this post
As the leaves are falling and the days get colder, developments within the retirement plan industry are heating up! Read on for a few important plan updates and trends shaping the 401(k) and 403(b) landscape this autumn. Plan Sponsors Get Three Additional Years to Adopt Some of the Amendments Required by The CARES Act and  Read More →

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