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Economic Update & Key Reminders
Team SummitEmployee Financial Resource Center, Financial Planning, Investment Management, Retirement PlanningComments are off for this post
What’s happening with the markets? This is always a loaded question, and it’s never just one factor. Thus, let’s focus on what we believe are the primary factors, and those are inflation and rising interest rates. As we all know by now, prices for just about everything have skyrocketed – up about 8.6%, on average,  Read More →
Financial Hypochondria: When Investment Vigilance Becomes a Problem
Team SummitEmployee Outcomes, Employer Resource Center, Fiduciary GovernanceComments are off for this post
Plan sponsors that offer financial wellness programs typically invest much care, time, and effort in improving employee financial literacy. They offer educational content, provide opportunities for group and individual consultation, and encourage participants to approach retirement planning proactively by staying on top of their investments. But what happens when workers go overboard with well-intended advice?  Read More →
401(k) Plan Investments in Cryptocurrency
Team SummitEmployer Resource Center, Fiduciary Governance, Plan InvestmentsComments are off for this post
The recently published Department of Labor Compliance Assistance Release 2022-01, titled “401(k) Plan Investments in “Cryptocurrencies,” should cause fiduciaries to pause in deciding to move ahead with the offering of crypto in their defined contribution plans. Although there have been rumblings of unofficial high-level comments in regards to cryptocurrencies from representatives of the DOL in  Read More →

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