403b

The Auditors Are Coming – Are You Ready?
Team SummitEmployer Resource Center, Fiduciary GovernanceComments are off for this post
No one wants to be caught flat-footed when the auditors come calling. And with a new standard issued by the American Institute of Certified Public Accountants (AICPA), both the auditors and plan sponsors will be subject to new responsibilities. The AICPA’s Statement on Auditing Standards (SAS) No. 136, Forming an Opinion and Reporting on Financial  Read More →
Retirement Income Participant Interest Surveys: A Contrarian View
Team SummitEmployee Outcomes, Employer Resource Center, Fiduciary GovernanceComments are off for this post
Retirement income products can serve an important purpose as a participant investment option for retirement plans. Surveys gauging participant interest in these options may be open to interpretation, especially when the survey is conducted by a retirement income vendor. A survey conducted by the well-known and respected JP Morgan gauged participant interest for a retirement  Read More →
Time for a Financial Checkup
Team SummitEmployee Financial Resource Center, Financial PlanningComments are off for this post
With the season changing and life ever pulling us forward, you may want to take into account life changes that may affect your financial goals. Account for Changes in Your Personal Life Have there been any changes this past year with your family, personal, or financial life? If life changes have occurred, you may want  Read More →

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