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[VIDEO] Investing for Retirement: Part 1 – Your Saving Years
Team SummitEmployee Financial Resource Center, Investment Management, Retirement PlanningComments are off for this post
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We all know that saving money for retirement is critical to living comfortably when your working years are over.  But for many, what proves to be more complicated is understanding how to invest those savings so our money can grow. Without a certain amount of growth, accumulating enough money for retirement may very difficult to  Read More →
Retirement Plan Check-Up
Team SummitEmployee Financial Resource Center, Retirement PlanningComments are off for this post
It is important to conduct regular check-ups on your retirement plan to make sure you are on track to reach your retirement goals. We make annual appointments to check in with our health, but shouldn’t we also be periodically checking in on our wealth? Having a financial plan for retirement is critical, but so is  Read More →
Form 5500: IRS & DOL Red Flags
Team SummitEmployer Resource Center, Fiduciary Governance, Plan Operations & AdminComments are off for this post
The Form 5500 is an ERISA requirement for retirement plans to report and disclose operating procedures to the Department of Labor. Each plan intending to comply with ERISA must file a Form 5500 annually. Auditors use these filings to confirm that plans are managed according to ERISA standards. The form also allows individuals access to  Read More →

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